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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-11-13 |
Branch Locations
17802 W Interstate 10, San Antonio, TX 78257 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 11/2014 | Present |
| Bank Of America, N.A. | San Antonio | TX | 02/2015 | Present |
RENTAL PROPERTY - HELOTES, TX. OWNER. WILL RENT THE PROPERTY, RESPONSIBLE FOR REQUIRED REPAIRS TO THE PROPERTY. COLLECT RENTAL INCOME. APPROX 2 HOURS/MONTH. 0 HOURS DURING SECURITIES TRADING HOURS. START: 08/15/2012 I*132176 For profit or not for profit: For-Profit Organization Name of outside business organization: R3 Property Investments Investment related: N Address of business: San Antonio, Texas 78249 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 8/3/2020 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Real Estate Investments to include capital investment in land, real estate, and development. Intent is to increase rental real estate properties. I*132170 For profit or not for profit: For-Profit Organization Name of outside business organization: RGuerrero Investment Properties Investment related: N Address of business: Helotes, Texas 78023 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 7/13/2020 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Rental Property. LLC created in order to transfer ownership of existing rental property from owner to LLC. Role will be to help select tenant and authorize repairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-26 |
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