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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Antonio | TX | 08/2015 | 10/2018 |
| Usaa Financial Advisors, Inc. | San Antonio | TX | 03/2019 | 06/2019 |
| Usaa Investment Management Company | San Antonio | TX | 03/2019 | 08/2019 |
| Aerotek/Enterprise Llc | San Antonio | TX | 03/2019 | 08/2019 |
| Doterra: Essential Oils | San Antonio | TX | 04/2017 | 02/2020 |
| Unemployed | San Antonio | TX | 10/2018 | 03/2019 |
| Unemployed | San Antonio | TX | 09/2019 | 01/2020 |
| Kestra Financial, Inc | Austin | TX | 01/2020 | 12/2020 |
| Victory Capital Services, Inc | San Antonio | TX | 11/2021 | Present |
| Victory Capital Management | San Antonio | TX | 11/2021 | Present |
| Unemployed | San Antonio | TX | 12/2020 | 11/2021 |
Name: doTERRA Essential Oils Investment Related: No Address: 389 South 1300 West, Pleasant Grove, UT 84062 Nature of business: Multi-level marketing to distribute essential oils Position: Wellness Advocate Start Date: 12/15/2022 Hours: 15 hours per month, none during trading hours Duties: to sell and inform individuals how to buy and use doTERRA Essential Oils and products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-20 |
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