Bryan Wing has held the title Member at Pax Financial Group since January 2023, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Pax Financial Group, LLC is a San Antonio, TX firm with $747M under management, 1,350 clients and 11 advisers across 3 offices, as of its June 2026 filing.
Bryan Wing’s longest registration was 10 years at Pax Financial Group (2016–2026).
- 360 Wealth Management, LLC– · 2 yearsSan Antonio, TX · Adviser representative · Firm CRD 164109
- LPL Financial LLC– · 5 yearsSan Antonio, TX · Adviser representative · Firm CRD 6413
- Usaa Financial Planning Services– · 2 yearsSan Antonio, TX · Adviser representative · Firm CRD 106352
- MML Investors Services, Inc.– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 10409
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 August 2006 |
| Series 7 | General Securities Representative Examination | 18 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan Anthony Wing
- CRD
- 5170305
- Firm
- Pax Financial Group · CRD 284164
- Role
- Member
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Bryan Wing work?
Bryan Wing has held the title Member at Pax Financial Group, LLC since January 2023.
Does Bryan Wing have a current investment-adviser registration?
Bryan Wing has no current investment-adviser or broker registration.
What exams has Bryan Wing passed?
Bryan Wing has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2006. FINRA credited Bryan Wing with the SIE, which began in October 2018.
Where was Bryan Wing previously registered as an investment adviser?
Bryan Wing has past investment-adviser registrations through Pax Financial Group, June 2016 to September 2026; 360 Wealth Management, LLC, November 2013 to September 2016; LPL Financial LLC, March 2010 to October 2015; Usaa Financial Planning Services, January 2008 to March 2010; MML Investors Services, Inc., April 2007 to December 2007, across 5 firms.
Is Bryan Wing registered with FINRA?
No. Bryan Wing has no current broker registration.
How can I verify Bryan Wing’s record?
Search CRD 5170305 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Wing’s full registration record.
