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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-01 |
Branch Locations
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds Distributors | Irvine | CA | 05/2015 | 01/2017 |
| American Funds | San Antonio | TX | 01/2017 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | Present |
| Amdg Jmj Ventures Llc | San Antonio | TX | 09/2023 | Present |
AMDG JMJ VENTURES LLC POSITION: Managing Member NATURE: The LLC is formed alongside my spouse to have revenue generated from a couple of different sources. She is the main active member of the LLC: * Focus on Solar package sales for residential and commercial customers. Revenue Generated from baked goods sold through farm cooperatives and farmers markets *10/2024 Update include 2 additional responsibilities/functions: Mobile Auto Detailing & Landscaping and Yard Maintenance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2023 ADDRESS: San Antonio TX 78253, United States DESCRIPTION: Marketing, prospecting, researching, and presenting to residential and commercial prospects on purchasing solar and energy related equipment. Data gathering of electricity usage and then turning that into a solar package proposal. Part of the process would be referring potential prospects to solar specific finance companies in the assistance of purchasing a solar package. No financials are exchanged, just the referral being passed. Revenue generated from Spouses rolein baking, packaging, and delivery of home baked goods to farm cooperatives and farmers markets and fairs. 10/2024 Update to include 2 additional responsibilities/functions: Mobile Auto Detailing & Landscaping and Yard Maintenance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-13 |
| S66 | Uniform Combined State Law Examination | 2001-09-17 |
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