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1177 N.E. Loop 410 5Th Floor, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-14 |
| TX | RA | APPROVED | 2023-04-12 |
Branch Locations
1177 N.E. Loop 410 5Th Floor, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swbc Investment Services Llc | San Antonio | TX | 03/2016 | 04/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2017 | 02/2018 |
| Bbva Wealth Solutions, Inc. | San Antonio | TX | 03/2018 | 08/2018 |
| Cuna Brokerage Services, Inc. | San Antonio | TX | 09/2018 | 09/2020 |
| Broadway Wealth Solutions | San Antonio | TX | 09/2020 | 08/2022 |
| Massachusetts Mutual Life Insurance Co | San Diego | CA | 03/2017 | 02/2018 |
| J.P. Morgan Securities Llc | San Antonio | TX | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 09/2022 | 03/2023 |
| Unemployed | San Antonio | TX | 08/2022 | 08/2022 |
| Broadway Wealth Solutions Inc | San Antonio | TX | 03/2023 | Present |
| Broadway Wealth Solutions | San Antonio | TX | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-16 |
| S66 | Uniform Combined State Law Examination | 2016-03-17 |
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