Tobyn P Steffey

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-04-27

Branch Locations

San Antonio, TX • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Td Ameritrade	Westlake	TX	06/2019	11/2020
Hd Vest	Irving	TX	06/2018	05/2019
Pine Cove	Tyler	TX	05/2016	08/2017
Turnstile	Dallas	TX	05/2017	07/2017
Baylor University	Waco	TX	03/2016	01/2017
Baylor University	Waco	TX	05/2015	08/2019
Guidestone Financial	Dallas	TX	11/2020	06/2021
Fidelity	Westake	TX	06/2021	04/2022
Capital Group - American Funds Distributors, Inc.	San Antonio	TX	04/2022	03/2023
Capital Group - American Funds Distributors, Inc.	San Antonio	TX	03/2023	Present

06/2019 → 11/2020

Td Ameritrade

Westlake, TX
06/2018 → 05/2019

Hd Vest

Irving, TX
05/2016 → 08/2017

Pine Cove

Tyler, TX
05/2017 → 07/2017

Turnstile

Dallas, TX
03/2016 → 01/2017

Baylor University

Waco, TX
05/2015 → 08/2019

Baylor University

Waco, TX
11/2020 → 06/2021

Guidestone Financial

Dallas, TX
06/2021 → 04/2022

Fidelity

Westake, TX
04/2022 → 03/2023

Capital Group - American Funds Distributors, Inc.

San Antonio, TX
03/2023 → Present

Capital Group - American Funds Distributors, Inc.

San Antonio, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-13
S63	Uniform Securities Agent State Law Examination	2019-08-12

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