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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-10 |
Branch Locations
San Antonio, TX • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 06/2020 | 05/2024 |
| The Vanguard School Of Lake Wales | Lake Wales | FL | 08/2018 | 04/2020 |
| Seminole State College | Seminole | OK | 01/2017 | 08/2018 |
| Midwestern State University | Wichita Falls | TX | 08/2013 | 12/2016 |
| Oklahoma Baptist University | Shawnee | OK | 06/2017 | 05/2019 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 10/2024 | Present |
| Unbiased | Wilmington | DE | 06/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-20 |
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