Licenses and Designations

hold the following licenses, designations, and diplomas:

  • Investment Advisor Representative: Series 66 Uniform Combined State Law license #23523 awarded by the Texas State Securities Board
  • Registered Representative: Series 7 General Securities license #4906025 awarded by FINRA
  • General Agent: Insurance License #1322380 awarded by the Texas Department of Insurance
  • AAMS® : Accredited Asset Management Specialist #2000469887 awarded by the College for Financial Planning
  • AIF® : Accredited Investment Fiduciary #25917 awarded by fi360
  • MPH: Masters degree in Public Health awarded by Boston University 
  • BS: Bachelors degree in Finance and Accounting awarded by Connecticut State University