Monalisa Maldonado

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-01

Branch Locations

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

Organization	City	State	From	To
Houston Isd	Houston	TX	02/2016	06/2019
Fort Bend Independent School Dist	Sugarland	TX	07/2019	05/2020
Thrivent Investment Management Inc	Cedar Park	TX	07/2020	09/2020
Equitable Advisors, Llc	New York	NY	11/2020	07/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	08/2022	06/2024
Bank Of America, N.A.	Houston	TX	08/2022	06/2024
J.P. Morgan Securities Llc	San Antonio	TX	06/2024	Present
Jpmorgan Chase Bank, N.A.	San Antonio	TX	06/2024	Present
Equitable Life	New York	NY	11/2020	07/2022
Unemployed	New York	NY	10/2020	10/2020
Dave Ramsey	New York	NY	01/2018	07/2020

02/2016 → 06/2019

Houston Isd

Houston, TX
07/2019 → 05/2020

Fort Bend Independent School Dist

Sugarland, TX
07/2020 → 09/2020

Thrivent Investment Management Inc

Cedar Park, TX
11/2020 → 07/2022

Equitable Advisors, Llc

New York, NY
08/2022 → 06/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
08/2022 → 06/2024

Bank Of America, N.A.

Houston, TX
06/2024 → Present

J.P. Morgan Securities Llc

San Antonio, TX
06/2024 → Present

Jpmorgan Chase Bank, N.A.

San Antonio, TX
11/2020 → 07/2022

Equitable Life

New York, NY
10/2020 → 10/2020

Unemployed

New York, NY
01/2018 → 07/2020

Dave Ramsey

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-06

Other Firms