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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-20 |
Branch Locations
San Antonio, TX • United States
8911 N. Capital Of Texas Highway Bldg 4, Suite4350, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Idea Public Schools | San Antonio | TX | 08/2021 | 10/2021 |
| Wetmore Elementary | San Antonio | TX | 10/2020 | 05/2021 |
| Usaa | San Antonio | TX | 05/2019 | 08/2019 |
| Usaa | San Antonio | TX | 05/2018 | 08/2018 |
| Favor | Austin | TX | 08/2018 | 12/2019 |
| Unemployed | San Antonio | TX | 10/2021 | 01/2022 |
| Equitable Advisors | New York | NY | 01/2022 | Present |
| University Of Texas At Austin | Austin | TX | 08/2016 | 05/2020 |
| Unemployed | San Antonio | TX | 05/2021 | 08/2021 |
| Unemployed | San Antonio | TX | 05/2020 | 10/2020 |
| Tutor Gigs | San Antonio | TX | 10/2021 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-28 |
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