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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-16 |
Branch Locations
13750 San Pedro Avenue Ste 940, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Dallas | TX | 07/2015 | 12/2017 |
| Cary Street Partners | Austin | TX | 01/2018 | Present |
the name of the other business: The First Baptist Church of San Antonio whether the business is investment-related: Yes the address of the other business: 515 McCullough Ave., San Antonio, TX 78215 USA the nature of the other business: Development and monitoring of the budget for FBCSA your position: Finance Committee Member title, or relationship with the other business: Member of committee the start date of your relationship: 01/01/2025 the approximate number of hours/month you devote to the other business: 4 the number of hours you devote to the other business during securities trading hours:0 and briefly describe your duties relating to the other business: This is a 3-year voluntary commitment. Responsible for the development and monitoring of the budget for FBCSA. As a member of this committee, there is potential for the need to be an authorized signer of the checks. I will have no independent authority over any financial decisions on behalf of the church.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-05 |
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