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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
One Norterra Drive, Phoenix, AZ 85085 • United States
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Scottsdale | AZ | 01/2022 | 08/2022 |
| Jp Morgan Securities Llc | Scottsdale | AZ | 08/2022 | 05/2025 |
| Bank Of America | Phoenix | AZ | 08/2019 | 01/2022 |
| Guild Mortgage | Phoenix | AZ | 12/2018 | 05/2019 |
| Everett Financial Inc. Supreme Lending | Scottsdale | AZ | 08/2018 | 12/2018 |
| Security National Mortgage Company | Scottsdale | AZ | 02/2018 | 08/2018 |
| Unemployed | Jacksonville | NC | 12/2015 | 01/2018 |
| The Vanguard Group, Inc | Scottsdale | AZ | 05/2025 | 06/2026 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 05/2025 | 06/2026 |
| Vanguard Advisers Inc. | Scottsdale | AZ | 08/2025 | 06/2026 |
| Usaa Life Insurance Company | Phoenix | AZ | 06/2026 | Present |
| Usaa Investment Services Company | Phoenix | AZ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-23 |
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