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1214 Montana Ave, El Paso, TX 79902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Corpus Christi | TX | 01/2015 | 03/2019 |
| Morgan Stanley | El Paso | TX | 04/2019 | 02/2026 |
| Pecusavvy Financial, Llc | El Paso | TX | 02/2026 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) El Paso Estate Planning Council; Not investment-related; El Paso, TX 79913; Industry group; Board Member; Support member outreach committee to support chapter growth and recruitment; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-26 |
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