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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED_RES | 2025-09-15 |
Branch Locations
17200 Commerce Park Blvd., Tampa, FL 33647 • United States
9527 Delaney Creek Blvd., Tampa, FL 33619 • 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 |
|---|---|---|---|---|
| Usaa Investment Services Company | Tampa | FL | 02/2025 | Present |
| Homemaker | Chicago | IL | 02/2016 | 08/2016 |
| University Of Illinois At Chicago | Chicago | IL | 05/2018 | 08/2020 |
| Benefytt Technologies | Tampa | FL | 04/2022 | 10/2022 |
| Usaa Life Insurance Company | Tampa | FL | 10/2022 | Present |
| University Of Illinois At Chicago | Chicago | IL | 08/2016 | 05/2018 |
| Homemaker | Tampa | FL | 08/2020 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-16 |
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