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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-03 |
Branch Locations
San Antonio, TX • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
12711 N. Meridian Street, Carmel, IN 46032 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great West Financial | Greenwood Village | CO | 06/2016 | 03/2019 |
| American Funds | San Antonio | TX | 04/2019 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 04/2024 |
| Home Depot | San Antonio | TX | 01/2023 | 07/2025 |
| Capital Group / American Funds Distributors, Inc. | San Antonio | TX | 04/2024 | 01/2025 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 01/2025 | Present |
NAME OF OTHER BUSINESS: RANCH 4-19 LLC POSITION: Member NATURE: Potentially renting out cabin/property in the future Sooner, thinking about running some fence jobs through the LLC now that I own a paint sprayer and a couple pressure washers and I have done my fence and helped with my neighbor's fence. I'm thinking about doing 1 or 2 fences a month in my neighborhood for other neighbors INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2024. ADDRESS: San Antonio TX 78254, United States DESCRIPTION: Manage expenses of LLC (excel Spreadsheet) Pressure wash/paint stain fences.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-25 |
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