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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 | 2022-02-01 |
Branch Locations
10999 W Interstate 10 5Th Fl/Ste 5000, San Antonio, TX 78230 • United States
10999 Interstate 10 5Th Fl [Ta-Rbo], San Antonio, TX 78230 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Beaumont | TX | 07/2016 | 01/2018 |
| Ubs Financial Services | Houston | TX | 01/2018 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Sanantonio | TX | 01/2022 | Present |
SYNERGIZ PARTNERS LLC, NOT INV RELATED, SAN ANTONIO, TX, 100% OWNERSHIP WITH SPOUSE, START 9/21/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, NAMED IN LLC OWNERSHIP ONLY FUTURE FLORAL IMPORT EXPORT BUSINESS FOR SPOUSE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-22 |
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