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270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-03-08 |
| TX | RA | APPROVED | 2016-06-07 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
28 Schenck Parkway Building 2B, Suite 200, Asheville, NC 28803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Antonio | TX | 01/2014 | 07/2017 |
| Pax Financial Group, Llc | San Antonio | TX | 06/2016 | Present |
(1) 07/31/2014: No Business Name - Notary Public - Investment Related - 3512 Paesano's Parkway Suite 103 San Antonio, TX 78231 - Start 10/28/2013 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Notarize client's documents as needed 2) Henderson County Rescue Mission Non-profit that ministers to needy persons helping provide for their spiritual and physical needs Board member Since 03/25/2022 Not investment related 3) Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-03-31 |
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