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9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
Branch Locations
9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Transfer Agency Company | San Antonio | TX | 09/2014 | 05/2019 |
| Usaa Investment Management Company | San Antonio | TX | 09/2014 | 05/2019 |
| Frost Brokerage Services | San Antonio | TX | 05/2019 | 05/2021 |
| Citigroup | San Antonio | TX | 06/2021 | 04/2024 |
| Swbc Investment Services, Llc | San Antonio | TX | 04/2024 | Present |
| Swbc Investment Company | San Antonio | TX | 04/2024 | Present |
Investment Advisor Representative of affiliated RIA - SWBC Investment Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-04 |
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