Diana M. Jordan
Professional summary
Diana Morales Jordan, who also goes by Diana Gloriamorales Byford, Diana Gm Byford, Diana Morales Byford, Diana G Byford, is a registered financial advisor currently at TEAMWORK FINANCIAL ADVISORS, LLC located in San Antonio, Texas.
Diana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Diana has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Diana Morales Jordan's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 24, 2018 - Present
TEAMWORK FINANCIAL ADVISORS, LLC
Office #1: 8 Dominion Drive Bldg 100-103, San Antonio, TX 78257Office #2: 200 N. Seguin Ste. 9, New Braunfels, TX 78130March 25, 1996 - March 25, 1997
WALNUT STREET SECURITIES, INC.
April 11, 1994 - December 31, 1995
WOODBURY FINANCIAL SERVICES, INC.
June 8, 1988 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
June 8, 1988 - December 16, 1993
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
TEAMWORK FINANCIAL ADVISORS, LLC
CRD#: 165237 / SEC#: 801-114801
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/24/2018)
Exams
Current Firm
TEAMWORK FINANCIAL ADVISORS, LLC
CRD#: 165237 / SEC#: 801-114801
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,253 |
| AUM (Assets Under Management) | $ 800,455,586 |
Red Flags
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