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13526 George Rd. Suite 208, San Antonio, TX 78230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-07 |
Branch Locations
13526 George Rd. Suite 208, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | San Antonio | TX | 01/1988 | 03/2017 |
| Mml Investors Services, Llc | San Antonio | TX | 03/2017 | 05/2018 |
| Massmutual Life Insurance Company | San Antonio | TX | 07/2016 | 05/2018 |
| Lincoln Financial Securities, Inc | San Antonio | TX | 05/2018 | 09/2022 |
| Financial Planning Hq, Llc | San Antonio | TX | 02/2022 | Present |
| Financial Planning Hq, Llc | San Antonio | TX | 12/2022 | Present |
Insurance Licensed; 8122 Data Point Drive, Suite 804, San Antonio, TX; Category: Insurance; Investment-Related: Yes; Title: Owner; Duties: Offer Disability, Traditional, and Long-Term Care Insurance; Fixed Annuities; and Premium Financing; Start Date: 5/2018; Hours per month: 15; Hours per month during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-11 |
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