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950 E. Basse Road, 2Nd Fl., San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-03 |
Branch Locations
950 East Basse Road Second Floor, San Antonio, TX 78209-1831 • UNITED STATES
800 N. Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401 • United States
950 E. Basse Rd., Second Floor, San Antonio, TX 78209-1831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Me Allison & Co, Inc. | San Antonio | TX | 11/2012 | 03/2018 |
| Argent Retirement Plan Advisors, Llc | Ruston | LA | 03/2018 | 12/2021 |
| Me Allison & Co, Inc. | San Antonio | TX | 11/2012 | Present |
1) Linde Murphy, Divorce Consultant, not investment-related, San Antonio, TX, provide budgeting/financial counseling for collaborative divorce process, individual consultant/business owner, started July 2013 and devote 2 hours/month, all non market hours, work with individuals going through divorce and attorneys in collaborative divorce process. 2) Angel Fire Vodka, not investment-related, San Antonio, TX, consultant for vodka sales, start April 2017, 10 hours per month, all non market hours, educate service staff on Angel Fire Vodka. 3) Linde Murphy Consulting, compliance consulting, San Antonio, TX, provide broker/dealer compliance consulting, individual consultant/business owner, started March 2018 and devote 15 hours/month all non-market hours. Work with broker/dealer on regulatory and compliance items. 4) San Antonio Profiles, Not investment related. San Antonio, TX. San Antonio Profiles is a docuseries focusing on San Antonio, TX. Position is Associate Producer. Title is Associate Producer. Start July 2023. Approximately 6 hours per month, only 3 during trading hours. Duties include providing content ideas and subject matter ideas for shows.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-14 |
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