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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
Palmetto, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Life Insurance Company | Plano | TX | 04/2026 | Present |
| Usaa Investment Services Company | Plano | TX | 04/2026 | Present |
| Allstate Insurance Co | Irving | TX | 03/2015 | 04/2018 |
| Allstate Insurance Company | Northbrook | IL | 04/2018 | 06/2021 |
| Allstate Distributors Llc | Northbrook | IL | 04/2018 | 06/2021 |
| Fisher Invesments | Plano | TX | 07/2024 | 03/2026 |
| Morgan Stanley | Coppell | TX | 06/2021 | 12/2023 |
| Unemployed | Lantana | TX | 01/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-19 |
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