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901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED | 2019-12-04 |
Branch Locations
521 Earl Garrett Street, Kerrville, TX 78028 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Kerrville | TX | 03/2010 | 11/2017 |
| Lpl Financial Llc | Fredericksburg | TX | 11/2017 | 10/2019 |
| Strategic Financial Concepts, Llc | Kerville | TX | 11/2019 | Present |
1. 11/29/2017 - DELPHI - Not Investment Related - Outside/W-2 Employment - COACH/PERSONAL TRAINER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-14 |
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