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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Jerulle Construction | Naples | FL | 06/2015 | 08/2018 |
| Campus First Real Estate | Tampa | FL | 08/2018 | 08/2019 |
| Seamless.aI | Fort Myers | FL | 01/2022 | 06/2022 |
| Integrity Express Logistics | Tampa | FL | 06/2022 | 03/2023 |
| Tallgrass Freight | Tampa | FL | 03/2023 | 07/2023 |
| Bonefish | Tampa | FL | 07/2023 | 02/2025 |
| Dana Young | Tampa | FL | 10/2018 | 12/2018 |
| Pebble Creek Country Club | Tampa | FL | 02/2021 | 07/2021 |
| Quail Creek Country Club | Naples | FL | 09/2021 | 02/2022 |
| Principal Securities | Tampa | FL | 12/2023 | 01/2026 |
| Principal Life Insurance Co | Tampa | FL | 12/2023 | 01/2026 |
| Unemployed | Tampa | FL | 08/2019 | 02/2021 |
| Manderson Wealth Strategies | Tampa | FL | 08/2024 | 01/2026 |
| Unemployed | Tampa | FL | 01/2026 | 04/2026 |
| Usaa Life Insurance Company | Tampa | FL | 04/2026 | Present |
| Usaa Investment Services Company | Tampa | FL | 04/2026 | Present |
Name of the other business: DoorDash Business is investment-related: No Address of the other business: 303 2nd Street, South Tower, 8th Floor, San Francisco CA 94107 Nature of the other business: DoorDash drivers operate as independent contractors and are considered sole proprietors or self-employed individuals, not employees of DoorDash. Position/Title: Dasher Start Date: 05/08/2026 Approximate number of hours/month you devote to the other business: 1-2 hours Number of hours you devote to the other business during securities trading hours: None Duties relating to the other business: Food Delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-29 |
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