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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 03/2023 | 10/2023 |
| American National Insurance Company | League City | TX | 01/2018 | 12/2022 |
| Alltran Financial | Houston | TX | 10/2016 | 01/2018 |
| The Go Solutions | Houston | TX | 05/2014 | 10/2016 |
| Ldc | Houston | TX | 12/2022 | 02/2023 |
| Valic Financial Advisors, Inc. | Houston | TX | 11/2023 | 07/2024 |
| Western & Southern Life | Houston | TX | 07/2024 | 06/2026 |
| W&S Brokerage Services, Inc | Houston | TX | 07/2024 | 06/2026 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2026 | Present |
| Cetera Investment Advisers Llc | Houston | TX | 08/2026 | Present |
| Regions Bank | Houston | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-23 |
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