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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 | 2022-06-21 |
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Antonio | TX | 05/2016 | 04/2018 |
| Unemployed | San Antonio | TX | 05/2018 | 08/2018 |
| Axa Equitable Life Insurance Co. / Axa Advisors, Llc | San Antonio | TX | 08/2018 | 06/2019 |
| Capital Strategies / Mass Mutual | San Antonio | TX | 06/2019 | 09/2019 |
| Skillrud & Associates / Ameriprise Financial Services, Inc. | San Antonio | TX | 11/2019 | 07/2020 |
| The College For Financial Planning - Kaplan | San Antonio | TX | 01/2016 | 05/2017 |
| Ameriprise Financial Services, Inc. / Kuttin Wealth Management | San Antonio | TX | 07/2020 | 05/2022 |
| Capital Group / American Funds Distributors, Inc. | San Antonio | TX | 06/2022 | 08/2024 |
| Capital Client Group, Inc. | San Antonio | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-23 |
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