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San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-08-19 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Antonio | TX | 07/2024 | 03/2025 |
| Lithia Motors Inc | San Antonio | TX | 05/2023 | 07/2024 |
| Caretaker/Homemaker | Pocatello | ID | 12/2022 | 05/2023 |
| Kind Lending, Llc | Pocatello | ID | 07/2022 | 12/2022 |
| Unemployed | Pocatello | ID | 02/2022 | 07/2022 |
| Fund Loans, Inc | Pocatello | ID | 01/2022 | 02/2022 |
| Idaho Central Credit Union | Pocatello | ID | 08/2020 | 12/2021 |
| Southern New Hampshire University | Remote | ID | 06/2020 | 10/2021 |
| Unemployed | Pocatello | ID | 03/2020 | 06/2020 |
| Southern New Hampshire University | Remote | ID | 01/2018 | 03/2020 |
| Survey Healthcare Global, Inc | Pocatello | ID | 02/2016 | 02/2019 |
| Oakridge Financial Planning Llc | San Antonio | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
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