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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
10999 W Interstate 10, San Antonio, TX 78230 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-03 |
Branch Locations
San Antonio, TX • United States
10999 W Interstate 10 5Th Fl/Ste 5000, San Antonio, TX 78230 • United States
2700 Post Oak Blvd Ste 900, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | San Antonio | TX | 01/2014 | 06/2017 |
| Jpmorgan Securities Llc. | San Antonio | TX | 06/2018 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 05/2017 | 06/2018 |
| Victory Capital | San Antonio | TX | 07/2019 | 11/2020 |
| Citigroup | San Antonio | TX | 11/2020 | 03/2022 |
| Fidelity Investments | San Antonio | TX | 04/2022 | 06/2022 |
| Usaa Life Insurance Company | San Antonio | TX | 06/2022 | 12/2024 |
| Usaa Investment Services Company | San Antonio | TX | 06/2022 | 12/2024 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 12/2024 | Present |
| Wells Fargo Advisors Financial Network | San Antonio | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-25 |
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