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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
Branch Locations
200 Concord Plaza Dr., Suite 290, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Westlake | TX | 02/2016 | 12/2017 |
| Charles Schwab Bank | Austin | TX | 01/2018 | 06/2019 |
| Charles Schwab & Co.,Inc | Austin | TX | 01/2018 | 06/2019 |
| Swbc Investment Company | San Antonio | TX | 10/2019 | 11/2020 |
| Citigroup Global Markets, Inc. | San Antonio | TX | 11/2020 | 12/2021 |
| Swbc Investment Services, Llc | San Antonio | TX | 06/2019 | 11/2020 |
| Tiaa | San Antonio | TX | 01/2022 | 07/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | San Antonio | TX | 01/2022 | 07/2025 |
| Sequoia Financial Group | Akron | OH | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-28 |
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