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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
Branch Locations
10101 Reunion Pl One Union Square-Ste 300, San Antonio, TX 78216-4157 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | San Antonio | TX | 02/2022 | Present |
| Mml Investors Services, Llc | San Antonio | TX | 11/2022 | Present |
| Self | Corpus Christi | TX | 08/2012 | 02/2022 |
| Nylife Securities Llc | San Antonio | TX | 08/2021 | 10/2021 |
| Thrivent Investment Management Inc. | Corpus Christi | TX | 10/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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