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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-07 |
Branch Locations
17802 W Interstate 10, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 02/2020 | Present |
| Surround Enterprises Inc/9Round Fitness | San Antonio | TX | 01/2015 | Present |
| Samsung | San Antonio | TX | 08/2016 | 08/2017 |
| Bank Of America, N.A. | San Antonio | TX | 05/2020 | Present |
For profit or not for profit: For ProfitName of outside business organization: Surround Enterprises Inc DBA 9Round FitnessInvestment related: NoAddress of business (City and State Only): San Antonio, TXNature of business: Fitness Health/Spa - RetailPosition, title, association: Partner/Owner/ConsultantStart date of relationship: 12/2014Number of hours devoted: 2 hours per weekNumber of hours devoted during trading hours: 0 hours during trading hoursDuties: Our district manager/new operator will report to me to provide a read out of production. I will consultant them on action plans and business strategies weekly. In some instances, I might lead a 30 minute workout with clients at 5am in the morning as a part of my contribution to the business. I am limited these instances to twice a week and it will not encroach on the 2 hours per week that I'm devoting to the outside interest.I*135293For profit or not for profit: For-Profit OrganizationName of outside business organization: Surround 210 LLCInvestment related: NAddress of business:San Antonio, Texas 78253Nature of business: LLC,Position, title, association: Limited Partner, Start date of relationship: 2/18/2015Number of hours devoted: 10 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: DBA - 9round Kickbox Fitness (location 1 of 1) Partnership with no management duties - minority partner - there are a few phone calls to inform us of decisions and sometimes get consultation but there is no working/selling/training on behalf of thisI*509993For profit or not for profit: Entity GovernmentalName of outside business organization: City of Helotes - Economic Development Board Investment related: N Address of business: Helotes, Texas, 78023Nature of business: ["Political Organization"]Position, title, association: ["Board Member"], Start date of relationship: 11/1/2021Number of hours devoted: 8 hour(s) Yearly Number of hours devoted during trading hours: 0Duties: , The board is in charge of developing the strategic plan/goals for the economic development center and oversight of how the budget is developed and implemented. This does not involve any investing I*1928279, Entity Type, Entity Charitable, Name of OBA: Antonian College Preparatory High School, Address: San Antonio, TX, 78213, Investment Related: No, Position, Title, Association: Committee, Other, Employee Start Date: 08/04/2024, No Hours: 4hrs/Weekly, No Hours during trading: 1, Duties: Requested to chair annual GALA for school. Event Planning and Coordination, Consulting on Fundraising and Budget Management, Volunteer and Committee Management, Marketing and Promotion, Program Development, Guest Relations, Post-Event Activities, Compliance and Risk Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-06 |
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