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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-17 |
Branch Locations
10999 W Interstate 10 5Th Fl/Ste 5000, San Antonio, TX 78230 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 05/2018 | 11/2019 |
| Ams Financial | San Antonio | TX | 09/2017 | 05/2018 |
| Heb | San Antonio | TX | 05/2018 | 06/2018 |
| Texas Family Health Plans | Boerne | TX | 02/2017 | 09/2017 |
| Unemployed | San Antonio | TX | 08/2016 | 02/2017 |
| Bank Of America, N.A. | San Antonio | TX | 07/2018 | 11/2019 |
| Amazon | San Marcos | TX | 03/2020 | 05/2020 |
| Cuellar And Associates Llc | San Antonio | TX | 05/2020 | 11/2020 |
| Massmutual Texas Gulf Coast | Houston | TX | 12/2020 | 09/2021 |
| Citigroup | San Antonio | TX | 07/2021 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 05/2022 | 09/2024 |
| Unemployed | San Anotinio | TX | 12/2019 | 02/2020 |
| Bank Of America, N.A. | San Antonio | TX | 09/2022 | 09/2024 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-02 |
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