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 2021-01-07
  • TX RA
    APPROVED
    Since 2021-01-07

Branch Locations

17802 W Interstate 10, San Antonio, TX 78257 • 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 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
  • 02/2020 → Present
    San Antonio, TX
  • 01/2015 → Present
    Surround Enterprises Inc/9Round Fitness
    San Antonio, TX
  • 08/2016 → 08/2017
    Samsung
    San Antonio, TX
  • 05/2020 → Present
    Bank Of America, N.A.
    San Antonio, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-06
  • S66 Uniform Combined State Law Examination
    2021-01-06
Other Names
  • Joshua R Gonzalez

View on SEC IAPD

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor