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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
303 Pearl Parkway Suite 380, San Antonio, TX 78215-1285 • United States
Lavernia, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pensacola | FL | 05/2009 | 11/2016 |
| Asia Pacific Financial Management Group, Inc | Hagatna | 04/2017 | 06/2017 | |
| Unemployed | Hagatna | 12/2016 | 04/2017 | |
| First Command Financial Planning, Inc. | Fort Worth | TX | 05/2018 | 06/2018 |
| First Command Financial Planning, Inc. | Hagatna | 03/2018 | 05/2018 | |
| Unemployed | Hagatna | 07/2017 | 02/2018 | |
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2018 | 07/2018 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 06/2018 | 07/2018 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 06/2018 | 07/2018 |
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2018 | 02/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | 02/2021 |
| Dodea School-Andersen Elementary | Guam | 09/2018 | 11/2019 | |
| Cloudcroft United Methodist Preschool Chipmunk | Cloudcroft | NH | 12/2019 | 06/2020 |
| Morgan Stanley | San Antonio | TX | 05/2023 | 03/2024 |
| Department Of Defense | Holloman Afb | NM | 03/2021 | 05/2023 |
| Rbc Capital Markets, Llc | San Antonio | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 2007-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-05 |
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