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M. E. Allison & Co., Inc. CRD 1047
$366M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
950 E. Basse Road, 2Nd Fl., San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-01-14 |
Branch Locations
950 East Basse Road Second Floor, San Antonio, TX 78209-1831 • 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 |
|---|---|---|---|---|
| M. E. Allison & Co., Inc. | San Antonio | TX | 01/2005 | Present |
| Sol Schwartz & Associates | San Antonio | TX | 12/2005 | Present |
Sol Schwartz & Associates, P.C. 8000 IH 10 West, Suite 1100 SAN ANTONIO, TX 78230 WORKING AS A CERTIFIED PUBLIC ACCOUNTANT PREPARING TAX RETURNS APPROXIMATELY 200 HOURS PER MONTH AND ALSO A BOARD MEMBER OF THE CORPORATION. THE corporation IS A NON-INVESTMENT RELATED BUSINESS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-27 |
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