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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-05 |
| TX | RA | APPROVED | 2024-11-04 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
Lithia, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmen Of The World Life Insurance Society | Omaha | NE | 01/2020 | 11/2020 |
| Woodmen Financial Services, Inc. | Omaha | NE | 06/2020 | 11/2020 |
| Regions Bank | Tallahassee | FL | 09/2018 | 12/2019 |
| The Ups Store #2281 | Tallahassee | FL | 03/2015 | 09/2018 |
| New York Life Insurance Company | Orlando | FL | 11/2020 | 10/2021 |
| Nylife Securities | Orlando | FL | 02/2021 | 10/2021 |
| Usaa Investment Services Company | Tampa | FL | 06/2022 | 12/2023 |
| Usaa Life Insurance Company | Tampa | FL | 10/2021 | 12/2023 |
| Morgan Stanley | Temple Terrace | FL | 12/2023 | 06/2024 |
| Usaa Investment Services Company | Tampa | FL | 09/2024 | Present |
| Usaa Life Insurance Company | Tampa | FL | 09/2024 | Present |
| Mbo Partners | Tampa | FL | 07/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-16 |
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