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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED | 2025-10-28 |
Branch Locations
496 S. Castell Avenue Suite A, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | New Braunfels | TX | 06/2026 | Present |
| Park Avenue Securities Llc | New Braunfels | TX | 06/2026 | Present |
| Metlife Securities | San Antonio | TX | 05/2015 | 12/2019 |
| Mml Investors Services, Llc | San Antonio | TX | 03/2017 | 09/2018 |
| Mass Mutual | San Antonio | TX | 07/2016 | 09/2018 |
| Texas Heritage Bank | Boerne | TX | 03/2022 | 09/2024 |
| Fishers Hill Llc | San Antonio | TX | 01/2020 | 09/2020 |
| Real Broker Llc | San Antonio | TX | 09/2020 | 03/2022 |
| New York Life Insurance Company | San Antonio | TX | 09/2024 | 05/2025 |
| Nylife Securities Llc | San Antonio | TX | 11/2024 | 05/2025 |
| Guardian Life Insurance Ompany | San Antonio | TX | 08/2025 | 06/2026 |
| Park Avenue Securities Llc | San Antonio | TX | 10/2025 | 06/2026 |
| Third Lens | Auburn | AL | 06/2025 | 10/2025 |
1. Fisher Hills LLC - My wife and I own a long term rental property. Start Date: 7/1/2017 Address: 605 Squires Row, Castle Hills, TX 78213 2 hours per month, 1 hour during securities trading hours Investment related 10-25% Annual compensation 2. Mission Accounting & Advisory Incorporated - I've founded Mission Accounting & Advisory Incorporated to assist with the preparation of Federal Income Taxes and bookkeeping services as a means of procuring time savings for clients. Start Date: 10/03/2025 Address: 21750 Hardy Oak Blvd Ste 104, #348917, San Antonio, Texas 78258 25 hours/month; 4 hours/month during securities trading hours Not investment related 10-25% Annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-21 |
| S66 | Uniform Combined State Law Examination | 2015-10-22 |
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