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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Tampa | FL | 04/2019 | 11/2024 |
| Prudential Insurance Company Of America | Tampa | FL | 04/2019 | 04/2025 |
| Lpl Enterprise, Llc | Riverview | FL | 11/2024 | 04/2025 |
| Massmutual Life Insurance Co | Tampa | FL | 04/2025 | 03/2026 |
| Mml Investors Services, Llc | Tampa | FL | 05/2025 | 03/2026 |
| Unemployed | Riverview | FL | 11/2018 | 04/2019 |
| Diversified Investors Securities Corp. | St. Petersburg | FL | 08/2012 | 11/2018 |
| Diversified | St. Petersburg | FL | 02/2012 | 11/2018 |
| Usaa Investment Services Company | Tampa | FL | 04/2026 | Present |
| Usaa Life Insurance Company | Tampa | FL | 04/2026 | Present |
| Legacy Wealth Partners | Tampa | FL | 04/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-07 |
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