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SWBC INVESTMENT ADVISORY SERVICES LLC

Company Details

Entity Name: SWBC INVESTMENT ADVISORY SERVICES LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 08 Mar 2013 (12 years ago)
Document Number: M13000001514
FEI/EIN Number 274316789
Address: 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216, US
Mail Address: 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216, US
Place of Formation: TEXAS

Agent

Name Role
NRAI SERVICES, INC. Agent

Manager

Name Role Address
ALLISON RICHARD Manager 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216

Exec

Name Role Address
Ferguson Brad Exec 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216

Vice President

Name Role Address
Aylieff Brian Vice President 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216
Matlock Sara Vice President 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-03-24 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX 78216 No data
CHANGE OF MAILING ADDRESS 2014-03-24 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX 78216 No data

Documents

Name Date
ANNUAL REPORT 2024-02-12
ANNUAL REPORT 2023-01-09
ANNUAL REPORT 2022-02-17
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-01-14
ANNUAL REPORT 2018-01-30
ANNUAL REPORT 2017-02-21
ANNUAL REPORT 2016-02-19
ANNUAL REPORT 2015-02-02

Date of last update: 02 Feb 2025

Sources: Florida Department of State