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270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-21 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | San Antonio | TX | 10/2014 | 12/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | San Antonio | TX | 10/2014 | 12/2019 |
| Financial Wellness Solutions (Dba) | San Antonio | TX | 05/2017 | 04/2018 |
| Pontem Llc | San Antonio | TX | 06/2018 | 12/2019 |
| Unemployed | San Antonio | TX | 12/2019 | 07/2020 |
| Champion Group, Inc. | San Antonio | TX | 07/2020 | 09/2020 |
| Pax Financial Group | San Antonio | TX | 09/2020 | Present |
Ransomed Life Non-profit created to equip and empower exploited youth to experience freedom and purpose Board Member/Treasurer Since 05/2022 Not Investment Related Insurance Licensed - Life and Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-02 |
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