David Alvarez has held the title Member at Pax Financial Group since January 2023, is not listed as a control person, but directly owns under 5% 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.
David K. Alvarez is Financial Advisor of PAX Financial Group, based in San Antonio, Texas. He has over 20 years of experience and focuses his practice on supporting families who have children or loved ones with special needs. He serves as board chair for the Blood and Tissue Center Foundation.
David Alvarez’s longest registration is the current one, 7 years at Pax Financial Group since 2019. Before joining Pax Financial Group in 2019, David Alvarez was registered through Intercontinental Wealth Advisors, LLC.
- Pax Financial GroupCurrent– present · 7 yearsSan Antonio, TX · Adviser representative · Firm CRD 284164
- Intercontinental Wealth Advisors, LLC– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 114787
Professional designations
Listed by Pax Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
David Alvarez is registered as an investment adviser representative in Texas, since September 2019.
- TexasSince 26 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 2006 |
| Series 7 | General Securities Representative Examination | 6 October 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David K Alvarez
- CRD
- 4957825
- Firm
- Pax Financial Group · CRD 284164
- Role
- Member
- Office
- 270 NORTH LOOP 1604 EAST, SUITE 200, San Antonio, TX 78232
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paxfinancialgroup.com
Where does David Alvarez work?
David Alvarez has held the title Member at Pax Financial Group, LLC since January 2023.
Is David Alvarez a financial advisor?
Yes. David Alvarez has a current investment-adviser registration in Texas, through Pax Financial Group since September 2019.
How many years of experience does David Alvarez have?
David Alvarez has 20 years in the financial industry, since January 2006, across 2 adviser firms.
What exams has David Alvarez passed?
David Alvarez has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in October 2005. FINRA credited David Alvarez with the SIE, which began in October 2018.
Where did David Alvarez work before Pax Financial Group?
Before Pax Financial Group, David Alvarez was registered through Intercontinental Wealth Advisors, LLC, December 2015 to August 2019.
Where is David Alvarez based?
David Alvarez’s registered office is in San Antonio, TX.
Is David Alvarez registered with FINRA?
No. David Alvarez has no current broker registration.
Is David Alvarez a CFP?
Pax Financial Group lists David Alvarez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Alvarez’s record?
Search CRD 4957825 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Alvarez’s full registration record.
