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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tampa | FL | 03/2022 | 04/2023 |
| Anf Sales & Distribution Llc | Clearwater | FL | 06/2018 | 03/2022 |
| Maxin Healthcare | Tampa | FL | 08/2016 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 07/2022 | 04/2023 |
| Walser Wealth Management, A Limited Liability Company | Tampa | FL | 04/2023 | 12/2024 |
| Valic Financial Advisors Inc | Houston | TX | 02/2025 | 03/2026 |
| Agia | Houston | TX | 02/2025 | 03/2026 |
| Unemployed | Clearwater | FL | 01/2025 | 01/2025 |
| Guardian Life Insurance Company | Tampa | FL | 03/2026 | 06/2026 |
| Park Avenue Securities | Tampa | FL | 03/2026 | 06/2026 |
| Usaa Life Insurance Company | Tampa | FL | 06/2026 | Present |
| Usaa Investment Services Company | Tampa | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-28 |
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