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7650 Rivers Edge Drive Suite 260, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-28 |
Branch Locations
San Antonio, TX • United States
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Island | San Antonio | TX | 08/2003 | 11/2016 |
| Humana Health Insurance | San Antonio | TX | 04/2008 | Present |
| Jmw Technologies, Inc | San Antonio | TX | 01/2004 | Present |
| World Choice Securities, Inc. | Bedford | TX | 01/2017 | Present |
| Benefit Mall | San Antonio | TX | 11/2016 | Present |
| Life Marketers | Powhatan | VA | 02/2015 | Present |
1. HUMANA HEALTH INSURANCE; NOT INVESTMENT RELATED; 803 CASTROVILLE RD, SAN ANTONIO TX 78237; PROVIDE HEALTH INSURANCE; HEALTH INSURANCE AGENT; AFFILIATED SINCE 4/2008, BUT NO ACTIVITY UNTIL 04/2014; 8 HRS/MONTH; SELL HEALTH INSURANCE 2. JMW Technologies, Inc; Not investment related; 3106 Sonora Mesa, San Antonio TX 78237. Maintain IT client relationship and service; President; affiliated since 1/2004; 1 hr/month; manage business accounts. 3. Life Marketers; Not Investment related; 2075 Huguenot Trail, Powhatan, VA 23139; provide life insurance and fixed annuity; associate; affiliated since 02/2015; 10 hrs/week. Sell life insurance and fixed annuity 4. Benefits Mall; not investment related; 7330 San Pedro Plaza Suite 400, San Antonio, TX 78216; sell health insurance and medicare; Sales Agent; affiliated since 11/2016/ 4 hours/month. Sell health insurance and medicare.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-16 |
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