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1900 Broadway Suite 900, San Antonio, TX 78215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-05 |
Branch Locations
1900 Broadway Suite 900, San Antonio, TX 78215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc. | San Antonio | TX | 10/2008 | 12/2018 |
| 1900 Wealth | San Antonio | TX | 09/2021 | Present |
| Ameriprise Financial Services, Llc | San Antonio | TX | 06/2018 | 09/2021 |
Oakwell Farms HOA Board of Directors, President, investment-related, started 11/14/2025, elected for 3-year term, 10 hours a month, none during trading hours, contact person for association management regarding financial matters. San Antonio Stock Show & Rodeo BBQ Committee, Treasurer, Investment-related, started 9/1/2024, 3 hours a month, none during trading hours, budgeting and expense review for BBQ Cook-Off.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-06 |
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