Academics, Accreditations and Licenses

Bachelor of Arts
St. Mary’s University
1969

Accounting and Graduate Studies
University of Texas at San Antonio
1976-1979

CPA Exam
1977
Licensed in Texas
Number 17758 issued August 1977
Passed all four parts on first attempt

Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Certified Forensic Accountant (Cr.FA)
Certified in Financial Forensics (CFF)
NASD Series 66 License (Investment Advisor)
NASD Series 7 License (General Securities License)
NASD Series 24 License (General Principle Securities License)
Texas Life and Health Insurance License

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