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901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2023 | 01/2025 |
| Rainbow Trail Lutheran Camp | Hillside | CO | 05/2023 | 08/2023 |
| Texas Tech University | Lubbock | TX | 05/2021 | 08/2023 |
| Gold Orchards | Stonewall | TX | 05/2019 | 08/2021 |
| Unemployed | Fredericksburg | TX | 08/2013 | 05/2019 |
| Victory Financial Group | Houston | TX | 01/2025 | Present |
Financial Independence Group, Not Investment-Related, 19520 W Catawba Ave #200, Cornelius, NC 28031, Financial Consultant, 1/02/2025, Insurance Sales, 10 hours per month, 2 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
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