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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
860 S Preston Road, Prosper, TX 75078 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2015 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irving | TX | 09/2017 | 06/2019 |
| Bank Of America, N.A. | Irving | TX | 09/2017 | 06/2019 |
| J.P. Morgan Securities Llc | Irving | TX | 06/2019 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | Irving | TX | 06/2019 | 10/2021 |
| Fidelity Investments | Westlake | TX | 06/2015 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irving | TX | 09/2017 | 09/2017 |
| Tyler Capital Holdings Inc. | Lindale | TX | 09/2021 | 07/2025 |
| Frost Brokerage Services | Dallas | TX | 10/2021 | Present |
| Frost Bank | Dallas | TX | 10/2021 | Present |
(1) Azalea Capital Partners LLC; Investment related; Plano, TX; Residential Rental Properties; Member; Started 7/2025; Approx. 2hrs/mo; Not during securities trading hrs; As owner of the rentals I handle paying the property manager, paying taxes and insurance, other repairs and decide if we are going to acquire more rentals. (2) Little Elm Education Foundation; Not investment related; Little Elm, TX; Board Member/VP of Finance; Started 1/2026; Approx. 2hrs/mo; Approx. 2hrs during securities trading hrs/mo; Participate in meetings and events bringing awareness for grants, scholarships and helping students and faculty receive school supplies. As a board member and VP of Finance I will have check writing authority with other signors to a certain limit to pay vendors and disbursing funds for scholarships, etc., the VP of Finance assists with monitoring financial recordkeeping in addition to relaying information to the board on recommendations from a 3rd party advisor on the foundations investment account, VP of Finance cannot make any individual recommendations, the board and it's members votes on how to proceed with the recommendation(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-31 |
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