Esmond Pabilona has been Business Development & Managing Partner of Brent Forrest & Associates since January 2020, is a control person of the firm and directly owns between 25% and 50% of it.
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.
Esmond Pabilona’s longest registration is the current one, 7 years at Brent Forrest & Associates since 2019. Before joining Brent Forrest & Associates in 2019, Esmond Pabilona was registered through Mercer Global Advisors Inc. and Axa Advisors, LLC.
- Wela Financial AdvisoryCurrent– present · 7 yearsSan Antonio;, TX · Adviser representative · Firm CRD 126266
- Mercer Global Advisors Inc.– · 1 yearHouston, TX · Adviser representative · Firm CRD 147363
- Axa Advisors, LLC– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Esmond Pabilona is registered as an investment adviser representative in Texas, since March 2019.
- TexasSince 6 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 September 2014 |
| Series 7 | General Securities Representative Examination | 11 June 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Esmond M Pabilona
- CRD
- 6140457
- Firm
- Brent Forrest & Associates · CRD 126266
- Role
- Business Development & Managing Partner
- Office
- 366 W Sunset Rd, Building 4, San Antonio;, TX 78209
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Esmond Pabilona work?
Esmond Pabilona has been Business Development & Managing Partner of Brent Forrest & Associates, L.L.C. since January 2020, and is a control person of the firm.
Is Esmond Pabilona a financial advisor?
Yes. Esmond Pabilona has a current investment-adviser registration in Texas, through Brent Forrest & Associates since March 2019.
How many years of experience does Esmond Pabilona have?
Esmond Pabilona has 12 years in the financial industry, since October 2014, across 3 adviser firms.
What exams has Esmond Pabilona passed?
Esmond Pabilona has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2014. FINRA credited Esmond Pabilona with the SIE, which began in October 2018.
Where did Esmond Pabilona work before Brent Forrest & Associates?
Before Brent Forrest & Associates, Esmond Pabilona was registered through Mercer Global Advisors Inc., July 2017 to September 2018; Axa Advisors, LLC, October 2015 to July 2017.
Where is Esmond Pabilona based?
Esmond Pabilona’s registered office is in San Antonio;, TX.
Is Esmond Pabilona registered with FINRA?
No. Esmond Pabilona has no current broker registration.
How can I verify Esmond Pabilona’s record?
Search CRD 6140457 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Esmond Pabilona’s full registration record.