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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services, Inc | Tampa | FL | 02/2016 | 05/2020 |
| Usaa Financial Advisors, Inc | Tampa | FL | 02/2016 | 05/2020 |
| Seme Management | Salt Lake City | UT | 11/2016 | 05/2019 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Tampa | FL | 05/2020 | 01/2021 |
| First Citizens Investor Services | Raleigh | NC | 02/2021 | 05/2026 |
| Atilok Enterprises, Llc | Tampa | FL | 05/2019 | Present |
| First Citizens Bank | Raleigh | NC | 04/2024 | 05/2026 |
| First Citizens Asset Management, Inc. | Raleigh | NC | 03/2021 | 05/2026 |
| Svb Wealth, Llc | Boston | MA | 06/2025 | 05/2026 |
1) Atilok Enterprises, LLC 18153 Nassau Point Dr., Tampa, FL, 33647. Nature of business is to purchase real estate to renovate and liquidate. The process can take years depending on the amount of work requirement. My earnings would come from the business for my work on the renovation and subsequent sale of the property. Owner, began 5/1/19, 45-50 hours per month, zero during trading hours. Non-investment related. Duties are to work with a real estate agent to locate the property and purchase. Coordinate any necessary repairs by performing some of the repairs. I am responsible for the renovation from start to finish. With the liquidation process, I would hire a real estate agent to assist with the sale. Compensation is the net of the cost of the real estate, plus any renovation cost and business expense from the sale of the property. Business is not a client of the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-12 |
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