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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-03 |
| TX | RA | APPROVED | 2024-05-02 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bayonet Point | FL | 11/2017 | 04/2022 |
| Bank Of America, N.A. | Bayonet Point | FL | 11/2017 | 04/2022 |
| Fifth Third Bank | Tampa | FL | 04/2022 | 08/2023 |
| Fifth Third Securities | Tampa | FL | 04/2022 | 07/2023 |
| J.P. Morgan Securities Llc | Punta Gorda | FL | 02/2024 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | Punta Gorda | FL | 02/2024 | 04/2024 |
| Usaa Life Insurance Company | Tampa | FL | 04/2024 | Present |
| Usaa Investment Services Company | Tampa | FL | 04/2024 | Present |
| Unemployed | Tampa | FL | 08/2023 | 01/2024 |
| Unemployed | Tampa | FL | 06/2017 | 11/2017 |
| Ameriprise Financial | Tampa | FL | 03/2016 | 06/2017 |
| Ameriprise Financial Services Inc | Tampa | FL | 03/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-16 |
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