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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 08/2021 | 10/2025 |
| New York Life Insurance Company | Dalals | TX | 06/2021 | 08/2021 |
| Consultant | Dallas | TX | 09/2016 | 05/2021 |
| Fisher Investments | Plano | TX | 01/2026 | 04/2026 |
| Usaa Life Insurance Company | Plano | TX | 07/2026 | Present |
| Usaa Investment Services Company | Plano | TX | 07/2026 | Present |
| Unemployed | Plano | TX | 05/2026 | 07/2026 |
[Rental Property; Previous Home now being rented out as I have moved into a newer home; Start Date 06/15/2023; Role/Title: Ownership; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Property managed by management company. Don't spend time managing the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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