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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | San Antonio | TX | 12/2025 | 03/2026 |
| U.S. Army Reserves | San Antonio | TX | 02/2024 | Present |
| Cfi Solutions | San Antonio | TX | 07/2023 | 09/2025 |
| Realtime Software Solutions | San Antonio | TX | 05/2020 | 07/2023 |
| Jp Morgan Chase | San Antonio | TX | 02/2019 | 02/2020 |
| Kestra Advisory Services, Llc | San Antonio | TX | 12/2025 | 03/2026 |
| Victory Capital Services | San Antonio | TX | 10/2025 | 11/2025 |
| Unemployed | San Antonio | TX | 02/2020 | 05/2020 |
| San Antonio College | San Antonio | TX | 01/2015 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 03/2026 | Present |
| Southern New Hampshire University | Hooksett | NH | 01/2023 | 08/2024 |
| University Of Texas San Antonio | San Antonio | TX | 05/2025 | 03/2026 |
| Seasons Wealth Llc | San Antonio | TX | 12/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
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