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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Texas | Denton | TX | 09/2022 | 07/2023 |
| Multicam Inc | Dallas | TX | 11/2018 | 01/2019 |
| Armed Forces | Fort Worth | TX | 01/2019 | 02/2026 |
| Bob Tomes Ford | Mckinney | TX | 01/2020 | 04/2020 |
| Mastec At | Dallas | TX | 12/2015 | 12/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2023 | 08/2024 |
| Northwestern Mutual Investment Services Llc | Addison | TX | 10/2023 | 08/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2024 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 11/2024 | 02/2026 |
| Collin College | Mckinney | TX | 09/2021 | 05/2022 |
| Collin College | Mckinney | TX | 09/2017 | 05/2022 |
| Bank Of America, N.A. | Plano | TX | 12/2024 | 02/2026 |
| Usaa Life Insurance Company | Plano | TX | 02/2026 | Present |
| Usaa Investment Services Company | Plano | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-07 |
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