Inactive

Miles Taylor Fuquay

San Antonio, TX

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Current Employers

1900 Wealth

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-08-01

TX RA
APPROVED

Since 2018-08-01

Branch Locations

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jefferson Bank	San Antonio	TX	06/2005	07/2019
1900 Wealth Formerly Monticello Wealth Management, Llc	San Antonio	TX	07/2018	Present

06/2005 → 07/2019

Jefferson Bank

San Antonio, TX
07/2018 → Present

1900 Wealth Formerly Monticello Wealth Management, Llc

San Antonio, TX

Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROCKEFELLER FINANCIAL LLC

PARK AVENUE SECURITIES LLC

RBC CAPITAL MARKETS, LLC

KESTRA ADVISORY SERVICES, LLC

TITLEIST ASSET MANAGEMENT, LLC

ULRICH INVESTMENT CONSULTANTS

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Daniel W Lasater

ABIGAIL CLAUDIO-JACKSON

JASON MATTHEW PORTER

John David Carrillo

Klinton Chi-Chuen Law

Erik Carl Munson

Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX

ROCKEFELLER FINANCIAL LLC · San Antonio, TX

PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX

RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX

KESTRA ADVISORY SERVICES, LLC · San Antonio, TX

TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

ULRICH INVESTMENT CONSULTANTS · San Antonio, TX

More in San Antonio, TX

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