Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-03-14
  • TX RA
    APPROVED
    Since 2016-03-14

Branch Locations

2100 Ross Ave, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 09/2015 Present
Bank Of America, N.A Dallas TX 12/2015 Present
Other Businesses

I*88584FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: GONZALEZ DLS MANAGEMENT COMPANY-PHARR HIXINVESTMENT RELATED: YADDRESS OF BUSINESS:MCALLEN, TEXAS 78504NATURE OF BUSINESS: LIMITED PARTNERSHIP,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 42332NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: REAL ESTATE/HOTELS I*88585FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: GONZALEZ-DLS FAMILY LTD PARTNERSHIPINVESTMENT RELATED: YADDRESS OF BUSINESS:MCALLEN, TEXAS 78504NATURE OF BUSINESS: LIMITED PARTNERSHIP,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 11/24/2015NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: REAL ESTATE/HOTELS I*873252For profit or not for profit: Name of outside business organization: Gonzalez Farms, LPInvestment related: NAddress of business: Edinburg, Texas, 78539Nature of business: ["Business or Industry Organization"]Position, title, association: ["Owner"], Start date of relationship: 6/2/2022Number of hours devoted: 1 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , This is the operating account for our family ranches/properties. I am an owner on the account/authorized signer. I*369 7291Entity Type: N/A Name of OBA: G Irrevocable Life Insurance TrustAddress: Edinburg, Texas, 78539Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 02/03/2026Number of Hours: 1, YearlyNumber of Hours during trading: 0, Yearly Duties: Child/Grandchild I*3755281Entity Type: N/A Name of OBA: A G TTEE U/A DTD 12/03/2025 BY A G G Address: Edinburg, Texas, 78539Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 02/02/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0 Duties: Child/Grandchild I*4595275, Entity Type: Name of OBA: 2026 TRUST FBO I I G, Address: Edinburg, Texas, 78539, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 05/20/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4623295, Entity Type, Name of OBA: I I G TTEE A G TTEE U/A DTD 04/21/2026 Address: Edinburg Texas 78539 Investment Related: No Position, Title, Association:Trustee Employee Start Date: 05/26/2026 No Hours: 1 Yearly No Hours during trading: 0 Duties: I*4686275 Entity Type: For Profit Name of OBA: Ware Road Development LLC Address: Edinburg, Texas, 78539 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/10/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Development on piece of property owned by I. I G. Trustee; assure that trust assets are being managed prudently, keeping records, distributing assets according to trust terms

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-12
  • S66 Uniform Combined State Law Examination
    2016-03-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor