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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
12590 Bandera Road, Helotes, TX 78023 • United States
24164 West Interstate 10, San Antonio, TX 78257 • United States
6626 W Loop 1604 N, Bldg 3, Ste 304, San Antonio, TX 78254 • 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 |
|---|---|---|---|---|
| Texas Army National Guard | Weslaco | TX | 05/2011 | 05/2017 |
| Citi | San Antonio | TX | 02/2016 | 09/2019 |
| Victory Capital Advisers, Inc. | San Antonio | TX | 11/2019 | 10/2020 |
| Citigroup | San Antonio | TX | 10/2020 | 03/2025 |
| Pnc Investments | Helotes | TX | 03/2025 | Present |
07/01/2025 / Owner / Coffee Bee / Non-investment related / Zero hours during trading hours 04/01/2026 / Owner / Rental Property / Investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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