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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-15 |
| TX | RA | APPROVED | 2023-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tuc | San Antonio | TX | 05/2016 | 05/2017 |
| Northside Independent School District | San Antonio | TX | 06/2017 | 04/2018 |
| Conduit Global | San Antonio | TX | 05/2018 | 12/2018 |
| Nylife Securities Llc | San Antonio | TX | 03/2022 | 09/2022 |
| College Student | San Antonio | TX | 08/2014 | 12/2020 |
| New York Life Insurance Co | San Antonio | TX | 05/2021 | 09/2022 |
| Unemployeed | San Antonio | TX | 01/2021 | 05/2021 |
| Unemployed | San Antonio | TX | 10/2022 | 11/2022 |
| Principal Funds Distributor | Des Moines | IA | 05/2023 | 09/2023 |
| Aa Rated Lawn And Haus | Fredricksburg | TX | 12/2022 | 02/2023 |
| Unemployed | San Antonio | TX | 03/2023 | 04/2023 |
| Guardian Life Insurance Company | San Antonio | TX | 10/2023 | Present |
| Park Avenue Securities Llc | San Antonio | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-27 |
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