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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa | San Antonio | TX | 05/2009 | 07/2019 |
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2017 | 07/2019 |
| Victory Capital Services, Inc. | Brooklyn | OH | 01/2020 | 12/2021 |
| Citigroup/Citibank | San Antonio | TX | 12/2021 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 05/2023 | 10/2024 |
| Bank Of America, N.A. | San Antonio | TX | 05/2023 | 10/2024 |
| Raymond James & Associates, Inc. | San Antonio | TX | 10/2024 | 02/2025 |
| J.P. Morgan Securities Llc | San Antonio | TX | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 05/2025 | Present |
| Raymond James | San Antonio | TX | 10/2024 | 02/2025 |
| Citigroup Global Markets Inc. | San Antonio | TX | 12/2021 | 05/2023 |
| Victory Capital Management | San Antonio | TX | 01/2020 | 12/2021 |
| Fis Global | San Antonio | TX | 07/2019 | 12/2019 |
| Unemployed | San Antonio | TX | 03/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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