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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | San Antonio | TX | 10/2014 | 02/2017 |
| Usaa Financial Advisors Inc | San Antonio | TX | 02/2017 | 02/2021 |
| Usaa Financial Planning Services | San Antonio | TX | 02/2017 | 02/2021 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 02/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 02/2021 | Present |
| Bank Of America, N.A. | San Antonio | TX | 03/2021 | Present |
I* 1809342 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: no Address of business: SAN ANTONIO, TX, 78207 Nature of business: Position, title, association: Sole owner Start date of relationship: 05/01/2024 Number of hours devoted: 0 yearly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-30 |
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