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270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-08 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clean Air And Water, Llc | Boerne | TX | 09/2013 | 12/2017 |
| Self Employed | Boerne | TX | 01/2018 | 12/2018 |
| Axa Advisors, Llc | New York | NY | 12/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2018 | 05/2022 |
| Pax Financial Group | San Antonio | TX | 06/2022 | Present |
MEMBER OF ROTARY CLUB OF FAIR OAKS RANCH SINCE 02/2019 2 HOURS PER WEEK NOT INVESTMENT REALTED GREATER BOERNE CHAMBER OF COMMERCE BOARD OF DIRECTORS SINCE 12/2021 2 HRS PER MONTH NOT INVESTMENT RELATED THE GREATER BOERNE CHAMBER OF COMMERCE ORGANIZATION ENGAGE IN GROWTH AND EDUCATION FOR COMMUNITY OF BUSINESSES EXECUTIVE COMMITTEE - TREASURER SINCE 01/2024 NOT INVESTMENT RELATED KENDALL COUNTY WOMEN'S SHELTER TREASUER SINCE 08/2025 NOT INVESTMENT RELATED INSURANCE LICENSED - LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-28 |
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