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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-06 |
| TX | RA | APPROVED_RES | 2026-02-05 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
9800 Fredericksburg Road, San Antonio, TX 78288-0227 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Newark | DE | 04/2016 | 07/2017 |
| Jp Morgan Securities Llc | Newark | DE | 04/2016 | 07/2017 |
| Chili's Bar & Grill | Mt. Laurel | NJ | 12/2011 | 10/2017 |
| Source 4 Teachers | Cherry Hill | NJ | 09/2011 | 07/2018 |
| Outback Steakhouse | Marlton | NJ | 11/2017 | Present |
| Morgan Stanley | Temple Terrace | FL | 07/2018 | 03/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2018 | 03/2023 |
| Principal Life Insurance Company | Tampa | FL | 06/2024 | 10/2025 |
| Principal Securities, Inc. | Tampa | FL | 06/2024 | 10/2025 |
| Usaa Investment Services Co | Tampa | FL | 10/2025 | Present |
| Usaa Life Insurance Co | Tampa | FL | 10/2025 | Present |
The name of the other business: Outback Steakhouse Whether the business is investment-related: NO The address of the other business: 3403 Henderson Blvd Tampa, FL 33609 The nature of the other business: Restaurant Service Industry Your position: Bartender/Server Title, or relationship with the other business: Bartender / Server The start date of your relationship: 11/01/2017 The approximate number of hours/month you devote to the other business: 4-8 days a month The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Take food and beverage orders from guests, ensure proper delivery of ordered menu items and ensure guest have an enjoyable dining experience
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-20 |
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