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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-25 |
Branch Locations
401 E. Sonterra Blvd., #100, San Antonio, TX 78258 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | San Antonio | TX | 01/2017 | 11/2025 |
| Mml Investors Services | San Antonio | TX | 01/2017 | 11/2025 |
| Dxp Enterprises, Inc. | Mcallen | TX | 04/2015 | 01/2017 |
| Raymond James & Associates | San Antonio | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-10 |
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