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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
805 Las Cimas Parkway Suite 230, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H-E-B Grocery Co, Lp | Austin | TX | 11/2015 | 12/2020 |
| Amberton University | Garland | TX | 08/2018 | 11/2020 |
| Amberton University | Garland | TX | 02/2016 | 09/2017 |
| Thrivent Investment Management Inc | Cedar Park | TX | 02/2021 | 10/2021 |
| Thrivent Financial | Appleton | WI | 03/2021 | 10/2021 |
| Fidelity Investments | Austin | TX | 11/2021 | 09/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Stifel | Austin | TX | 09/2025 | Present |
| Victory Financial | Austin | TX | 08/2026 | Present |
life insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-05 |
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