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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-09 |
Branch Locations
700 N. St. Mary's Street Suite 100, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 11/2013 | 06/2019 |
| Usaa Financial Planning Services | San Antonio | TX | 11/2013 | 06/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2019 |
| Sanctuary Wealth | San Antonio | TX | 08/2021 | 02/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 02/2022 | Present |
| Usaa | San Antonio | TX | 10/2019 | 09/2020 |
| Ey | San Antonio | TX | 09/2020 | 08/2021 |
| Unemployed | San Antonio | TX | 06/2019 | 10/2019 |
| Capfinancial Securities Llc | Raleigh | NC | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-03 |
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