JS
Advisor Information
Office location
1903 San Pedro Avenue, San Antonio, TX, 78212
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
S.B. Value Partners, L.P.
July 2017 - Present · 8 yrs 6 mos
Previous Registrations
Securevest Financial GroupBroker
January 2019 - November 2022 · 3 yrs 10 mos
Investment Professionals, INC.Broker
February 2009 - July 2017 · 8 yrs 5 mos
Investment Professionals, INC.
February 2009 - July 2017 · 8 yrs 5 mos
Advisors Asset Management, INC.
October 2004 - February 2009 · 4 yrs 4 mos
Advisors Asset Management, INC. Broker
August 2003 - February 2009 · 5 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2000 - June 2003 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2000 - June 2003 · 3 yrs 3 mos
First Union Securities, INC. Broker
March 1998 - April 2000 · 2 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.