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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-11 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
40 Ne Loop 410 Ste 608, San Antonio, TX 78215 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 06/2021 |
| Sanctuary Wealth | San Antonio | TX | 06/2021 | Present |
(1) Name: Pac enterprises Inc Position: Director Nature: Rental real estate that I own with a couple of friends. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 07/31/2006 Address: 1702 Fawn Bluff, San Antonio TX 78248, United States Description: None, Cathy Bohnak is the property manager and she takes care of everything (2) Name: Chancla LLC, Position: Partner Nature: Hold residential real estate properties Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 11/18/2014 Address: 1802 Paisley, San Antonio TX 78231, United States Description: None. There is a property manager who is in charge of renting, preparing contracts and repairing (3) 911 Serenade Dr. Co-owner. Investment Related: No. 10/10/2019, 911 Serenade Dr., San Antonio, Texas, 78213. Rental property. No. Zero hrs. Zero hrs. (4) Rene Perez. Co-owner. Investment Related: No. 9/26/2016.. 146 Mt. Ridge, San Antonio, Texas, 78228. Rental property. None, I have a property manager that takes care of it. zero/mo. Zero/mo. (5) Rene Perez (2). Owner. 4/14/2010. 11119 Rendezvous, San Antonio, Texas, 78216. Investment Related: No. Rental property. None, I have a property manager who takes care of it. zero/mo. Zero/mo. (6) Rene Perez (3). Rene Perez. Co-owner. 7/6/2009. 1006-1008 Mt. Riga, San Antonio, Texas, 78213. Investment Related: No. Rental property. Duties-none, I have a property manager who takes care of it. Zero/mo. Zero/mo. (7) Rene Perez (4). Owner. 9/2/2017. 3722 Colony dr., San Antonio, Texas, 78230. Investment Related: No. Rental property. None, I have a property manager who takes care of that. Zero/mo. Zero/mo. (8) Name: Pac enterprises Inc Position: Director 3 Nature: Rental real estate that I own with a couple of friends Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 7/31/2006 Address: 1702 Fawn Bluff, San Antonio TX 78248, United States Description: None, Cathy Bohnak is the property manager and she takes care of everything
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-23 |
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