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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Pensacola | FL | 11/2015 | 08/2021 |
| Compass Bank | Pensacola | FL | 10/2015 | 08/2021 |
| Bbva Wealth Solutions Inc. | Pensacola | FL | 01/2016 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 02/2016 | 08/2021 |
| Fisher Investments | Plano | TX | 09/2021 | 01/2022 |
| Frost Brokerage Services | Dallas | TX | 01/2022 | 05/2023 |
| Unemployed | Mckinney | TX | 06/2023 | 07/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2023 | 05/2025 |
| Firefighters First Credit Union | Pasadena | CA | 09/2023 | 05/2025 |
| American National Bank Of Texas | Rockwall | TX | 08/2023 | 08/2023 |
| Lpl Financial Llc | Pasadena | CA | 05/2025 | 07/2025 |
| Usaa Life Insurance Company | Plano | TX | 08/2025 | Present |
| Usaa Investment Services Company | Plano | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-31 |
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