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3030 N Rocky Point Drive W Suite 280, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
6220 North Beach St. Suite 101, Fort Worth, TX 76137 • United States
3030 N Rocky Point Drive W Suite 280, Tampa, FL 33607 • United States
3700 River Walk Drive Suite 160, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spectra Acs | Fort Worth | TX | 02/2025 | Present |
| Cwm | Pearland | TX | 05/2014 | Present |
| Truadvisors Financial, Llc | Fort Worth | TX | 03/2026 | Present |
I hold a Texas General Lines Agent-Life, Accident, Health and HMO- license and am currently appointed with Allianz Life and Revol One. I mainly work with clients with annuities and life insurance. I may receive commissions on sales of these products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-21 |
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