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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
17 Cowboys Way Ste 500, Frisco, TX 75034 • United States
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 06/2016 | 05/2023 |
| Morgan Stanley Private Bank, N.A. | Houston | TX | 06/2016 | 05/2023 |
| Wells Fargo Clearing Services | Frisco | TX | 09/2024 | Present |
| Wells Fargo Bank | Frisco | TX | 09/2024 | Present |
| Comerica Bank | Houston | TX | 05/2023 | 09/2024 |
1. DATE OF INCORPORATION 05/2005. FEDERATED FUNDING, LLC, 10135 BRIAR DR, HOUSTON, TX 77042. ERIK SOLIS RETAINS 95% OWNERSHIP, MANAGING MEMBER. SINCE MAY, 2010, BUSINESS SOLELY HOLDS 4 RESIDENTIAL REAL ESTATE PROPERTIES FOR RENTAL INCOME. SPEND LESS THAN 2 HOURS PER MONTH ON THIS INVESTMENT. 2. PERSONALLY OWN 3 INDIVIDUAL RESIDENTIAL REAL ESTATE PROPERTIES IN THE HOUSTON, TEXAS AREA. SPEND LESS THAN 2 HOURS PER MONTH MANAGING. | RENTAL PROPERTY; INVESTMENT RELATED; HOUSTON, TX; 100% OWNER; 07/01/2024; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; NO DUTIES | FEDERATED FUNDING LLC; INVESTMENT RELATED; 100% OWNER WITH SPOUSE; 06/10/2010; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; HOLDING COMPANY FOR REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-07 |
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