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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED_RES | 2026-01-21 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288-0227 • UNITED STATES
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Maitland | FL | 02/2017 | 01/2025 |
| New York Life Insurance Company | Maitland | FL | 08/2015 | 01/2025 |
| Oneamerica Securities | Tampa | FL | 01/2025 | 09/2025 |
| American United Life | Tampa | FL | 08/2024 | 12/2024 |
| Usaa Life Insurance Co | Tampa | FL | 10/2025 | Present |
| Usaa Investment Services Co | Tampa | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-05 |
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