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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 | 2019-02-12 |
Branch Locations
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Charlotte | NC | 01/2015 | 01/2019 |
| American Funds | San Antonio | TX | 01/2019 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | Present |
Name of Other Business: U.S. ARMY NATIONAL GUARD/ Investment Related?:No / Address: Taylorsville, NC 28681/ Nature of other business: Military Service/ Position or Title: 2nd Lieutenant - PLATOON LEADER / Start date: September 2017/ Hours per month: 24/ Hours during securities trading:0/
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-03 |
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