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San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janus Financial Planning, Llc | San Antonio | TX | 07/2022 | Present |
| Rudd & Wisdom | Austin | TX | 05/2022 | 08/2022 |
| Southwest Research Institute | San Antonio | TX | 03/2018 | 03/2022 |
| Turner Construction | San Antonio | TX | 01/2018 | 03/2018 |
| Bechtel Corporation | Reston | VA | 06/2014 | 11/2017 |
| Financial Life Advisors, Llc | San Antonio | TX | 10/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-28 |
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