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600 N King St Suite 200, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-11 |
| DE | RA | APPROVED | 2023-10-09 |
Branch Locations
San Antonio, TX • United States
600 N King St Suite 200, Wilmington, DE 19801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | San Antonio | TX | 03/2016 | 06/2017 |
| Texas Legacy Wealth Management | San Antonio | TX | 08/2017 | 10/2017 |
| Lpl Financial, Llc | San Antonio | TX | 08/2017 | 10/2017 |
| Citigroup | San Antonio | TX | 12/2017 | 07/2018 |
| Unemployed | San Antonio | TX | 10/2017 | 11/2017 |
| Unemployed | San Antonio | TX | 06/2017 | 07/2017 |
| K-Force | San Antonio | TX | 07/2018 | 11/2018 |
| Usaa Financial Advisors Inc | San Antonio | TX | 07/2018 | 11/2018 |
| Alliancebernstein Investments, Inc. | San Antonio | TX | 11/2018 | 02/2020 |
| Titleist Asset Management, Ltd. | San Antonio | TX | 03/2020 | 12/2022 |
| Riversedge Advisors, Llc | Wilmington | DE | 12/2022 | Present |
| Riversedge Advisors, Llc | Wilmington | DE | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-30 |
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