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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
5500 Utsa Boulevard, San Antonio, TX 78249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concert Wealth Management | San Jose | CA | 01/2012 | 12/2017 |
| International Assets Advisory, Llc | Mooresburg | TN | 08/2016 | 12/2016 |
| Unemployment | Crossville | TN | 12/2017 | 03/2018 |
| Raymond James Financial Services, Inc | San Antonio | TX | 03/2018 | 09/2023 |
| Raymond James Financial Services Advisor, Inc | San Antonio | TX | 04/2018 | 09/2023 |
| Security Service Federal Credit Union | San Antonio | TX | 03/2018 | 09/2023 |
| Power Of Attorney | San Antonio | TX | 07/2019 | Present |
| Executor For Mother | San Antonio | TX | 07/2019 | Present |
| Security Service Investment Group | San Antonio | TX | 03/2018 | 09/2023 |
| Ifp Securities Llc | Tampa | FL | 01/2025 | Present |
| Independent Financial Partners | San Antonio | TX | 01/2025 | Present |
(1) Texas United Wealth Management - investment related - 5500 Utsa Blvd San Antonio, TX - DBA - Owner - start date Dec. 2, 2024 - 40 hours/month - 40 hours/month during trading - Provide Financial services to individuals and businesses as well as recruit other advisors to join the practice. (2) EHP - not investment related - 25 North Market Street - medical benefits and wellness services - solicitor - start date May 4, 2026 - 2 hours/month (1 during trading hours) - makes referrals and coordinates conference calls.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-21 |
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