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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Dallas | TX | 05/2017 | 04/2021 |
| Nylife Securities Llc | Dallas | TX | 05/2017 | 04/2021 |
| David Peterson State Farm | Bedford | TX | 12/2016 | 04/2017 |
| Unemployed | Bedford | TX | 10/2016 | 11/2016 |
| Southwest Airlines | Dallas | TX | 04/2016 | 09/2016 |
| Jp Morgan Securities Llc | Plano | TX | 05/2021 | 10/2025 |
| Workforce Logiq | Orlando | FL | 11/2016 | 02/2017 |
| Amazon | Seattle | WA | 04/2025 | Present |
| Usaa Investment Services Company | Plano | TX | 04/2026 | Present |
| Usaa Life Insurance Company | Plano | TX | 10/2025 | Present |
Entity Name: Amazon Investment related: No Address: 410 Terry Avenue North, Seattle, Washington, 98109 Nature of the other business: E-Commerce Position/Title/Relationship: Employee/Contractor Start Date: 04/10/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I've been invited to the Amazon Vine program which offers select customers (known as "Vine Voices") access to select products at no cost to generate independent customer reviews. Products I receive will be considered income and may be subject to taxes if value exceeds certain regulatory thresholds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-22 |
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