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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-05 |
Branch Locations
3659 E Evans Rd, San Antonio, TX 78259 • United States
13939 Nacogdoches, San Antonio, TX 78217 • United States
512 E Highland Blvd., San Antonio, TX 78210 • United States
912 Kitty Hawk Rd, Universal City, TX 78148 • United States
14832 Jones Maltsberger Road, San Antonio, TX 78247 • United States
815 Evans Rd, San Antonio, TX 78258 • United States
815 Evans Rd, San Antonio, TX 78258 • United States
690 S Walnut Ave, New Braunfels, TX 78130 • United States
6026 Fm 3009, Schertz, TX 78154 • United States
4011 San Pedro, San Antonio, TX 78212 • United States
1100 Goliad Rd, San Antonio, TX 78223 • United States
1000 E Basse Rd, San Antonio, TX 78209 • United States
1695 W State Hwy 46, New Braunfels, TX 78132 • United States
6596 Fm 78, San Antonio, TX 78244 • United States
20845 Us Hwy 281 N, San Antonio, TX 78258 • United States
4620 Broadway St, San Antonio, TX 78209 • United States
8001 Wyoming Blvd Ne Bldg A, Albuquerque, NM 87113 • United States
20779 State Highway 46 W, Spring Branch, TX 78070 • United States
4011 San Pedro Ave, San Antonio, TX 78212 • United States
405 Colorado Street, Floor 22, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services/Usaa Group | San Antonio | TX | 11/2004 | 01/2021 |
| The Prudential Insurance Company Of America | Austin | TX | 01/2021 | 05/2021 |
| Pruco Securities Llc | Austin | TX | 01/2021 | 05/2021 |
| Northwestern Mutual | Franklin | WI | 06/2021 | 03/2025 |
| Northwestern Mutual Investment Services, Llc | Franklin | WI | 10/2021 | 03/2025 |
| J.P. Morgan Securities Llc | San Antonio | TX | 03/2025 | Present |
| Coconut Charlies Vacation Rentals Llc | Port Aransas | TX | 05/2013 | Present |
If Yes, please provide the following details: the name of the other business; Coconut Charlies Vacation Rentals LLC whether the business is investment-related; Yes the address of the other business; 135 Mustang Royale, Port Aransas, TX, 78373 the nature of the other business; Rental Property your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 05/2013 the approximate number of hours/month you devote to the other business; 0-2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Owner has a management company that runs the daily activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-28 |
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