| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Financial Advisor |
CUSO Financial Services, LP at River City Federal Credit Union |
|
2019–Present |
2 yrs |
| 2 |
AVP, Financial Advisor |
Broadway Wealth Solutions, Inc. |
|
2018–2018 |
less than a year |
| 3 |
Director of Training and Education |
Planto Roe Financial Services |
|
2016–2018 |
2 yrs |
| 4 |
CFP® |
Planto Roe Financial Services |
19230 Stonehue Suite 4200 San Antonio TX 78258 |
2013–2018 |
5 yrs |
| 5 |
Financial Advisor |
USAA |
|
2010–2012 |
2 yrs |