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2400 N 10Th St. Suite B, Mcallen, TX 78501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-10 |
| TX | RA | APPROVED | 2021-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dhr Health | Edinburg | TX | 01/2012 | 12/2018 |
| South Texas Health Systems | Edinburg | TX | 01/2014 | 07/2020 |
| Rio Grande Regional Hospital | Mcallen | TX | 07/2020 | Present |
| Endurance Financial Planning, Llc | Mcallen | TX | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-06 |
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