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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-19 |
Branch Locations
102 North Main Street, Weatherford, TX 76086 • United States
2817 Fort Worth Highway, Hudson Oaks, TX 76087 • 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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 01/2013 | 08/2021 |
| Bbva Wealth Solutions Inc. | Weatherford | TX | 02/2013 | 08/2021 |
| Bbva Securities Inc. | Weatherford | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 02/2013 | 08/2021 |
| Pnc Investments | Weatherford | TX | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-05 |
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