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13526 George Rd. Suite 208, San Antonio, TX 78230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
13526 George Rd. Suite 208, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc,, | San Antonio | TX | 10/2012 | 03/2017 |
| Mml Investors Services, Llc | San Antonio | TX | 03/2017 | 05/2018 |
| Massmutual Life Insurance Company | San Antonio | TX | 07/2016 | 05/2018 |
| Lincoln Financial Securities Corporation | San Antonio | TX | 05/2018 | 09/2022 |
| Financial Planning Hq, Llc | San Antonio | TX | 09/2022 | Present |
Insurance Licensed; Category: Insurance; Investment-Related: Yes; Title: Agent; Duties: Offer Traditional Life Insurance and Fixed Annuities; Start Date: 5/2018 Hours per month: 15; Hours per month during trading hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-27 |
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