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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-07-10 |
Branch Locations
Albuquerque, NM • United States
1703 W. 5Th St 5Th Floor, Austin, TX 78703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2020 | 08/2021 |
| The University Of New Mexico | Albuquerque | NM | 01/2015 | 02/2020 |
| Doctor's Financial Resource | Albuquerque | NM | 02/2020 | 07/2020 |
| Unemployed | Albuquerque | NM | 07/2020 | 09/2020 |
| First Command Brokerage Service Inc | Fort Worth | TX | 07/2022 | 01/2023 |
| Unemployed | Lone Tree | CO | 09/2021 | 12/2021 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 01/2023 | 05/2023 |
| First Command Advisory Services , Inc | Fort Worth | TX | 01/2023 | 03/2023 |
| First Command Insurance Services , Inc | Fort Worth | TX | 01/2023 | 05/2023 |
| Morgan Stanley | Albuquerque | NM | 12/2021 | 04/2022 |
| Unemployed | Albuquerque | NM | 04/2022 | 06/2022 |
| Bok Financial Securities, Inc. | Albuquerque | NM | 05/2023 | 03/2024 |
| Edward Jones | St. Louis | MO | 03/2024 | 07/2026 |
| Pnc Wealth Management, Llc | Albuquerque | NM | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
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