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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-25 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Antonio | TX | 10/2018 | 10/2022 |
| World Financial Group, Inc. | San Antonio | TX | 08/2016 | 10/2022 |
| Coldwell Banker D'ANn Harper Realtors | San Antonio | TX | 08/2016 | 11/2016 |
| United Health Producers | San Antonio | TX | 10/2016 | 10/2018 |
| 3D Realty And Property Management | San Antonio | TX | 12/2016 | 01/2021 |
| Golf Club Of Texas, San Antonio | San Antonio | TX | 03/2019 | 08/2019 |
| Humana | Louisville | KY | 02/2022 | 11/2022 |
| United Health Care | Minnetonka | MN | 03/2022 | 11/2022 |
| Aetna | Hartford | CT | 04/2022 | 11/2022 |
| Wellcare | St Louis | MO | 04/2022 | 11/2022 |
| J.P. Morgan Securities Llc | San Antonio | TX | 07/2023 | 10/2023 |
| Unemployed | San Antonio | TX | 12/2022 | 06/2023 |
| Frost Brokerage Services, Inc | San Antonio | TX | 01/2024 | Present |
(1) Chosen 4 Service Ministries; Not investment related; 1323 Brookstone, San Antonio, TX 78248; Ministry; Minister; Started 4/2025; Approx. 2.5hrs/mo; Not during securities trading hrs; Leading the order of services in the absence of Senior Pastors or as requested. (2) International Fellowship of Chaplains; Not investment related; 17 Professional Dr., Ste. A, Temple, TX 76504; Ministry; Licensed Chaplain; Started 5/2025; Approx. 4hrs/mo; Not during securities trading hrs; Minister and provide counsel, education, advocacy, life-improvement skills and recovery training, officiating weddings and conducting funeral services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-19 |
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