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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
Branch Locations
San Antonio, TX • United States
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 10/2021 | 09/2024 |
| Sharyland High School | Mcallen | TX | 08/2014 | 06/2017 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2021 |
| Sacks Off Fifth | San Antonio | TX | 05/2019 | 08/2019 |
| Unemployed | Mcallen | TX | 05/2021 | 09/2021 |
| Unemployed | Mcallen | TX | 07/2017 | 08/2017 |
| Usaa Investment Services Company | San Antonio | TX | 02/2025 | Present |
| Usaa Life Insurance Company | San Antonio | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
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