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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costco Wholesale | Selma | TX | 07/2009 | 09/2019 |
| First Command Financial Planning | Cibolo | TX | 09/2017 | 08/2019 |
| Teamwork Financial Advisors | San Antonio | TX | 08/2019 | 07/2024 |
| Costco Wholesale | Selma | TX | 07/2009 | 08/2019 |
| First Command Advisory Services | Cibolo | TX | 09/2017 | 08/2019 |
| Swbc Investment Services, Llc | San Antonio | TX | 07/2024 | 07/2026 |
| Swbc Investment Company | San Antonio | TX | 07/2024 | 07/2026 |
| Prosperitas Financial, Llc | Valencia | CA | 07/2026 | Present |
Kellogg Insurance Agent, non-investment related, licensed to sell insurance-based products: Life, health and annuities, 11931 S. 700 E, Draper, UT, 84020, Since 03/2024, 5 hr. per month, educating clients on Medicare & their eligible options using Medicare Advantage & Supplemental Plans based on their needs and current situation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-18 |
| S66 | Uniform Combined State Law Examination | 2019-01-07 |
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