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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 02/2014 | 05/2018 |
| The Hartford | San Antonio | TX | 08/2018 | 09/2018 |
| Citigroup Global Markets | San Antonio | TX | 09/2018 | 05/2025 |
| Homemaker | San Antonio | TX | 05/2018 | 08/2018 |
| Edward Jones | St. Louis | MO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-20 |
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