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1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-25 |
Branch Locations
8350 N Central Expy. Suite 1900, Dallas, TX 75206 • United States
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services Inc | Addison | TX | 08/2013 | 11/2017 |
| Edward Jones | Saint Louis | MO | 11/2017 | 01/2022 |
| Titleist Asset Management, Llc | San Antonio | TX | 01/2022 | 07/2024 |
| Titleist Captial, Llc | San Antonio | TX | 01/2022 | 07/2024 |
| Steelpeak Wealth, Llc | Dallas | TX | 07/2024 | Present |
Insurance Agent; Investment-related; at reported business location(s); Insurance Sales; Agent; 160 hours/month; 160 hours/month during securities trading hours; Sale of insurance products to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-31 |
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