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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 | 2024-10-08 |
Branch Locations
San Antonio, TX • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
12711 N. Meridian Street, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower / Empower Financial Services, Inc. / Prudential | San Antonio | TX | 07/2022 | 09/2024 |
| Utsa Student Services | San Antonio | TX | 02/2017 | 06/2017 |
| Usaa / Hcl America | San Antonio | TX | 08/2019 | 03/2020 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 09/2024 | Present |
| University Of Texas | San Antonio | TX | 08/2014 | 08/2019 |
| Unemployed | Los Angeles | CA | 03/2020 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-28 |
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