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Shavano Park, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keys To Inclusion, Llc | San Antonio | TX | 11/2017 | Present |
| Money Positive | Austin | TX | 07/2025 | Present |
| Home | San Antonio | TX | 07/2015 | 11/2017 |
Keys to Inclusion; not investment-related; home address; educational tutor; owner; 2017; 20 hrs/month; 0 during trading hours; manage client relationships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-26 |
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