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777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
San Antonio, TX • United States
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Antonio | TX | 12/2015 | 08/2017 |
| Usaa Financial Advisors Inc | San Antonio | TX | 08/2017 | 07/2019 |
| Usaa Financial Planning Services | San Antonio | TX | 08/2017 | 07/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 07/2019 |
| Fis Global | San Antonio | TX | 07/2019 | 09/2019 |
| Alliance Bernstein | San Antonio | TX | 10/2019 | 03/2021 |
| Fidelity Investments | San Antonio | TX | 03/2021 | 08/2023 |
| World Investment Advisors | Santa Barbara | CA | 08/2023 | 05/2026 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 08/2023 | 10/2025 |
| Titleist Asset Management, Llc | San Antonio | TX | 05/2026 | Present |
Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-11 |
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