Jose Julian Cruz

Current Employers

Employment History

• 02/2007 → Present
  Ibc Bank
  Mcallen, TX
• 05/2008 → Present
  Lpl Financial, Llc
  Mcallen, TX

Previous Registrations

• 2007-02-05 → 2008-01-31
  Ifmg Securities, Inc.
  Mcallen, TX
  Laredo, TX
  Mcallen, TX
  Mcallen, TX
  Mcallen, TX
  Hidalgo, TX
  Weslaco, TX
• 2005-07-27 → 2007-03-02
  Chase Investment Services Corp.
  Mcallen, TX
  Brownsville, TX
  Mcallen, TX

Other Businesses

(1) 06/16/2010: IBC Investment Services - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) (2) 10/25/2011: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - IBC Bank owns IBC Insurance Agency. As a result all future life, health, disability, & long-term care insurance business will be process by the IBC Investment advisors through that agency. - 5% Time Spent (3) 12/05/2011: No Business Name - Real Estate Rental - INV REL - At Reported Business Location(s) - Two residential properties, owned by me, no brokers or clients are renting properties - 1% Time Spent (4) 03/17/2015: Wall Street International, INC. - Business Entity For Tax/Investment Purposes Only - INV REL - 3901 El Jardin, Mission, TX 78572 - Start 03/10/2015 - LPL Commissions, For Tax Purposes Only - 1 Hr/Mo; 0 Hours During Securities Trading (5) 07/21/2016: JAC Development, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - 3901 El Jardin, Mission, TX 78572 - CEO, will be buying, selling, and renting real estate only for myself - 20 Hr/Mo; 0 Hours During Securities Trading (6) 10/26/2016: No Business Name - Real Estate Rental - INV REL - 3708 San Rodrigo Mission, TX 78572 - Start 08/16/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading (7) 10/26/2016: No Business Name - Real Estate Rental - INV REL - 1020 Jesse, Weslaco, TX 78596 - Start 10/17/2016 - 2 Hr/Mo; 0 Hour(s) During Securities Trading. (8) 11/7/2016: No Business Name - Investment Related - Brownsville, TX - Real Estate Rental - Started 06/02/2016 - 1 Hour Per Month/0 Hours During Securities Trading. (9) 11/7/2016: No Business Name - Investment Related - Mission, TX - Real Estate Rental - Started 06/01/2014 - 1 Hour Per Month/0 Hours During Securities Trading. (10) 01/08/2024 - Shelby Limited, LLC - Non-Investment Related - Mission, TX - Business Entity For Tax/Investment Purposes Only - Started: 2/2/2023 - 10 Hrs/Mo; 0 Hr During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-25
• S63 Uniform Securities Agent State Law Examination
  2004-06-14