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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
San Antonio, TX • 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 |
|---|---|---|---|---|
| Capital Group / American Funds Distributors, Inc. | San Antonio | TX | 04/2024 | Present |
| United Health Care | San Antonio | TX | 11/2022 | 04/2024 |
| My Education Solutions | San Antonio | TX | 09/2021 | 05/2022 |
| Unemployed | San Antonio | TX | 05/2022 | 11/2022 |
| Self-Employed | San Antonio | TX | 05/2014 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-30 |
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