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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Antonio | TX | 03/2016 | 05/2019 |
| Independent Financial Partners | San Antonio | TX | 03/2016 | Present |
| Ifp Securities, Llc | San Antonio | TX | 05/2019 | Present |
(1) 03/18/2016 - MCMULLEN COUNTY MINERAL/ BUSINESS OWNER/ 1%/ SAN ANTONIO, TX (2) 03/18/2016 - LASALLE MINERAL PROPERTY/ BUSINESS OWNER/ 1%/ SAN ANTONIO, TX (3) 06/20/2019 - 4079 De Zavala, LP - investment related - 4079 De Zavala, San Antonio, TX 78248 / This partnership is the owner of the building that my firm occupies and we are all with IFP. The partnerships are Jeffrey Higgins, Adam Frey, Raymond Aguillon, Scott Mohler, Steven Andersland, Michael Loader, Greg Drew, Kathy Fandel and Konrad Kuykendall. (4) 1/1/2020 - LARK Family Foundation - Not investment related - 128 Cliffside Drive, Shavano Park, TX 78231 - Board Member of Family Foundation for charitable giving created by RR and spouse - 1 hr/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-08 |
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