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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
17802 Ih 10 W Suite 415, San Antonio, TX 78257 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 07/2018 |
| Raymond James & Associates, Inc. | San Antonio | TX | 07/2018 | 07/2022 |
| Steward Partners Global Advisory Llc | San Antonio | TX | 07/2022 | Present |
| Steward Partners Investment Advisory, Llc | San Antonio | TX | 07/2022 | Present |
| Steward Partners Investment Solutions, Llc | San Antonio | TX | 07/2022 | Present |
Trustee for Family Trust. No Compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-08 |
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