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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-05 |
Branch Locations
607 W 3Rd St Pbig - Austin, Austin, TX 78701 • United States
1803 Broadway St, San Antonio, TX 78215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Austin | TX | 01/2012 | 03/2021 |
| Wells Fargo Bank, N.A. | Austin | TX | 06/2009 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2022 | Present |
| Texas Partner Bank - Dba The Bank Of Austin | Austin | TX | 03/2021 | 10/2022 |
MASSIMO GEROSA NOT INVESTMENT-RELATED ,1308 Clearfork St, Lockhart, TX , MUSICIAN - SELF EMPLOYED, OWNER, OWNER, 01/01/2010 ,10 hours, 0 hours, Musician, pianist performer I*1203264For profit or not for profit: Entity CharitableName of outside business organization: Crews Kolodzey FoundationInvestment related: NAddress of business: Buda, Texas, 78610Nature of business: ["Private Foundation"]Position, title, association: ["Committee"], [["Other"]]Start date of relationship: 4/3/2023Number of hours devoted: 12 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , The role as a board member is to help the organization make charitable donations to local nonprofits in these six categories: Conservation, Veterans, Seniors/Elder care, Arts and Education, Youth, and Health. I*3149282, Entity Type Entity Charitable, Name of OBA: Lockhart Economic Development CorporationAddress: LockhartTexas78644 Investment Related:No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 No Hours: 2 monthly No Hours during trading: 0 Duties: Participate to a monthly meeting to discuss and provide guidance and assistance in developing the growth of the economy in the City of Lockhart, TX. The Lockhart Economic Development Corporation (LEDC) is a department within the City of Lockhart, dedicated to building a thriving, inclusive economy rooted in smart growth and strategic investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-12 |
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