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200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
Kingsville, TX • United States
12707 Silicon Drive Suite 101, San Antonio, TX 78249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rally Credit Union | Corpus Christi | TX | 02/2023 | 12/2023 |
| Prime Communications | Kingsville | TX | 07/2021 | 03/2023 |
| Kleberg County Sheriff's Office | Kingsville | TX | 03/2020 | 07/2021 |
| Bbva Bank | Bishop | TX | 02/2018 | 07/2019 |
| Ibc Bank | Kingsville | TX | 12/2013 | 07/2017 |
| United States Army Reserves | Kingsville | TX | 08/2015 | 08/2023 |
| Discount Liquor | Kingsville | TX | 07/2019 | 03/2020 |
| Country Luau | Kingsville | TX | 07/2017 | 02/2018 |
| First Command Advisory Services, Inc | Fort Worth | TX | 01/2024 | 07/2024 |
| First Command Advisory Services, Inc | Fort Worth | TX | 01/2024 | 07/2024 |
| First Command Insurance Services, Inc | Fort Worth | TX | 01/2024 | 07/2024 |
| Tapfin/Ey | San Antonio | TX | 11/2024 | Present |
| Kleberg County Sherriff's Office | Kingsville | TX | 09/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-31 |
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