Elizabeth Alamillo has been an investment adviser representative at Brent Forrest & Associates since May 2026, and is not listed among the firm’s executive officers or direct owners.
Brent Forrest & Associates, L.L.C. is a San Antonio, TX firm with $657M under management, 446 clients and 3 advisers in one office, as of its July 2026 filing.
Elizabeth Alamillo’s longest registration was 3 years at Equitable Advisors, LLC (2022–2026). Before joining Brent Forrest & Associates in 2026, Elizabeth Alamillo was registered through Equitable Advisors, LLC.
- Wela Financial AdvisoryCurrent– present · under a yearSan Antonio, TX · Adviser representative · Firm CRD 126266
- Equitable Advisors, LLC– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Elizabeth Alamillo is registered as an investment adviser representative in Texas, since May 2026.
- TexasSince 11 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 18 November 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2022 |
| Series 7TO | General Securities Representative Examination | 9 December 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 October 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 24 August 2019 |
| SIE | Securities Industry Essentials Examination | 18 June 2019 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Elizabeth Ann Alamillo
- CRD
- 7153332
- Firm
- Brent Forrest & Associates · CRD 126266
- Office
- 366 W SUNSET RD, BUILDING 4, San Antonio, TX 78209
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Alamillo work?
Elizabeth Alamillo is an investment adviser representative registered through Brent Forrest & Associates, L.L.C. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Alamillo a financial advisor?
Yes. Elizabeth Alamillo has a current investment-adviser registration in Texas, through Brent Forrest & Associates since May 2026.
How many years of experience does Elizabeth Alamillo have?
Elizabeth Alamillo has 7 years in the financial industry, since September 2019, across 2 adviser firms.
What exams has Elizabeth Alamillo passed?
Elizabeth Alamillo has passed 6 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO, Series 65 and Series 24. The earliest, the SIE, was passed in June 2019.
Where did Elizabeth Alamillo work before Brent Forrest & Associates?
Before Brent Forrest & Associates, Elizabeth Alamillo was registered through Equitable Advisors, LLC, August 2022 to April 2026.
Where is Elizabeth Alamillo based?
Elizabeth Alamillo’s registered office is in San Antonio, TX.
Is Elizabeth Alamillo registered with FINRA?
No. Elizabeth Alamillo has no current broker registration.
How can I verify Elizabeth Alamillo’s record?
Search CRD 7153332 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Alamillo’s full registration record.