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Current Employers
Animus Wealth Management, Llc.

3600 N. Mccoll Rd, Mcallen, TX 78501 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-05
  • TX RA
    APPROVED
    Since 2020-08-05

Branch Locations

3600 N. Mccoll Rd, Mcallen, TX 78501 • United States

3600 Mccoll Rd., Mcallen, TX 78501 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Edinburg TX 02/2016 08/2020
New York Life Insurance Company Edinburg TX 08/2015 08/2020
Percisne Consulting Llc Mcallen TX 04/2018 Present
Animus Wealth Strategies Edinburg TX 02/2019 08/2020
Eagle Strategies Llc Edinburg TX 03/2020 08/2020
Atlas Retirement Strategies, Llc Edinburg TX 03/2020 05/2020
Animus Wealth Management Llc San Antonio TX 08/2020 03/2021
Animus Wealth Management Llc Mcallen TX 03/2021 Present
Pendulum Development Inc. Mcallen TX 07/2021 01/2023
Rea General Contractors Llc Mcallen TX 02/2023 Present
  • 02/2016 → 08/2020
    Nylife Securities Llc
    Edinburg, TX
  • 08/2015 → 08/2020
    New York Life Insurance Company
    Edinburg, TX
  • 04/2018 → Present
    Percisne Consulting Llc
    Mcallen, TX
  • 02/2019 → 08/2020
    Animus Wealth Strategies
    Edinburg, TX
  • 03/2020 → 08/2020
    Edinburg, TX
  • 03/2020 → 05/2020
    Atlas Retirement Strategies, Llc
    Edinburg, TX
  • 08/2020 → 03/2021
    San Antonio, TX
  • 03/2021 → Present
    Mcallen, TX
  • 07/2021 → 01/2023
    Pendulum Development Inc.
    Mcallen, TX
  • 02/2023 → Present
    Rea General Contractors Llc
    Mcallen, TX
Previous Registrations
Other Businesses

Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 2812 W. Trenton Rd. Suite 2828 Edinburg Tx 78539; Start Date 06/2018; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 40 hours per month during securities trading hours Percisne Consulting LLC.; Percisne Consulting is in business to consult other businesses in the small-scale manufacturing textile industry on growing customer base and sales.; 4224 N. McColl Rd. apt 1304 Mcallen Tx 78504; Start Date 04/2018; Role/Title: Officer; Not Investment Related; 32 hours per month; 32 hours per month during securities trading hours REA General Contractors LLC; REA General Contracting is in the construction industry; 3600 N. McColl Rd McAllen Tx 78501; Start Date: 02/2023; Role/title: Managing Member; not investment related; 20 hours per week; 20 hours per week during securities trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-28
S63 Uniform Securities Agent State Law Examination 2016-12-08
  • S66 Uniform Combined State Law Examination
    2020-02-28
  • S63 Uniform Securities Agent State Law Examination
    2016-12-08
Other Names
  • Rolando Javier Perez

View on SEC IAPD

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