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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-17 |
Branch Locations
423 N New Braunfels Ave Ste 1, San Antonio, TX 78202 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
10999 Interstate 10 5Th Fl [Ta-Rbo], San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wing N' More | College Station | TX | 07/2016 | 10/2016 |
| Compass Bank | Birmingham | AL | 11/2017 | 08/2021 |
| Bbva Securities Inc. | Birmingham | AL | 11/2017 | 08/2021 |
| Edward Jones | St. Louis | MO | 10/2016 | 11/2017 |
| Bbva Insurance Agency Inc | Austin | TX | 11/2017 | 08/2021 |
| Pnc Investments | College Station | TX | 08/2021 | 01/2022 |
| Citigroup | San Antonio | TX | 01/2022 | 03/2024 |
| Valic Financial Advisors, Inc | Houston | TX | 04/2024 | 06/2024 |
| Agia | Houston | TX | 04/2024 | 06/2024 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-11 |
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