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270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-06 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Antonio | TX | 01/2007 | 07/2017 |
| 360 Wealth Management, Llc | San Antonio | TX | 10/2013 | 09/2016 |
| Pax Financial Grooup, Llc | San Antonio | TX | 06/2016 | Present |
06/26/2013: NO BUSINESS NAME - INV. REL. - AT REPORTED BUSINESS LOCATION(S) - REFERRAL - TIME SPENT 1% - I WILL BE OFFERING AN ALTERNATIVE TO HEALTH INSURANCE CALLED SAMARITAN MINISTRIES. THIS IS A CO-OP NON PROFIT ORGANIZATION DESIGNED TO SHARE MEDICAL EXPENSES AMONG MEMBERS. 06/05/2015 - PAX INSURANCE SERVICES - INSURANCE AGENCY - INV REL - 270 N LOOP 1604 E STE 200 SAN ANTONIO, TX 78232 - START 06/02/2015 - 8 HRS/MO DURING SECS TRDG HRS LICENSED INSURANCE AGENT New Braunfels Christian Academy Private School Board Member Since 01/2023 Not Investment Related Author Writing and publishing books on finance, business and leadership Currently authored three books: Small Business Big Pressure, The Grand Money Chasm and 18 to 80. since 12/2011 Not Investment related. Admirals Basketball Academy International Basketball Ministry Chairman of the Board Since 05/2024 Not Investment Related Forbes Financial Council Publishing Articles Independent Contractor Since 08/2023 Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-12 |
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