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270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-13 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Antonio | TX | 03/2010 | 07/2017 |
| 360 Wealth Management | San Antonio | TX | 10/2013 | 12/2016 |
| Pax Financial Group, Llc | San Antonio | TX | 06/2016 | Present |
07/19/2011 - No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - I SELL NON-VARIABLE LIFE AND DISABILITY INCOME INSURANCE. - 20% Time Spent CASA CHILD AVOCATES SAN ANTONIO NO-PROFIT ORGANIZATION BOARD MEMBER SINCE 07/2024 NOT INVESTMENT RELATED MERCOR INDEPENDENT CONTRACTOR MERCOR PARTNERS EXPERSIN IN VARIOUS AI LABS TO TRAIN LLM SINCE 01/2026 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-31 |
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