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366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spurs Ports & Entertainment | San Antonio | TX | 08/2016 | 05/2018 |
| San Antonio Sports | San Antonio | TX | 05/2017 | 08/2017 |
| St Mary'S University | San Antonio | TX | 08/2014 | 05/2018 |
| Unemployed | Austin | TX | 06/2018 | 02/2019 |
| Axa Advisors, Llc | Houston | TX | 03/2019 | 11/2019 |
| Purshe Kaplan Sterling Investments, Inc. | Houston | TX | 11/2019 | 03/2023 |
| Jpmorgan Chase Bank Na | Houston | TX | 04/2023 | 04/2025 |
| Jpmorgan Securities Llc | Houston | TX | 04/2023 | 05/2024 |
| 49 Financial | Houston | TX | 03/2019 | 03/2023 |
| Texas Security General | San Antonio | TX | 05/2024 | 09/2025 |
| Wela Financial Advisory | San Antonio | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-27 |
| S66 | Uniform Combined State Law Examination | 2023-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-15 |
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