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7550 I-10 Suite 800-215, San Antonio, TX 78229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
7550 I-10 Suite 800-215, San Antonio, TX 78229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Des Plaines | IL | 09/2016 | 12/2018 |
| Primerica Financial Services | Des Plaines | IL | 06/2015 | 11/2018 |
| United States Department Of Justice | Pearsall | TX | 01/2015 | Present |
| Conceptum Strategies | San Antonio | TX | 08/2025 | Present |
HIAS Media Management This business is not investment related 10730 POTRANCO RD STE 122-117 SAN ANTONIO, TX 78251 - 3327 Social Media Management Company Managing Member 02/25/2022 I typically spend two hours or less a week on this task. I assign tasks to multiple contracted assistants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-18 |
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