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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-05 |
Branch Locations
11983 Alamo Ranch Pkwy, San Antonio, TX 78253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2007 | 02/2017 |
| Usaa Financial Planning Services | San Antonio | TX | 04/2013 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 02/2017 | 11/2019 |
| Bank Of America, N.A. | San Antonio | TX | 02/2017 | 11/2019 |
| Jp Morgan Securities, Llc | San Antonio | TX | 03/2020 | Present |
| Jp Morgan Chase Bank, N.A. | San Antonio | TX | 03/2020 | Present |
| Unemployed | San Antonio | TX | 02/2020 | 02/2020 |
| New York Life | San Antonio | TX | 12/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-08 |
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