Eduardo Antonio Montiel

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-02-16

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lake Mary	FL	08/2019	02/2022
Wells Fargo Bank	Lake Mary	FL	04/2015	08/2019
Ucf	Orlando	FL	08/2014	08/2019
Bank Of America, N.A.	Lake Mary	FL	09/2019	02/2022
(Dba) Solutions Group Aka Solutions Group Wealth Management Llc	Longwood	FL	02/2022	11/2022
Concourse Financial Group Securities Inc	Longwood	FL	02/2022	10/2022
Wells Fargo Clearing Services	Orlando	FL	11/2022	12/2023
Schwab Wealth Advisory Inc	Orlando	FL	01/2024	Present
Charles Schwab & Co., Inc.	Orlando	FL	01/2024	Present

08/2019 → 02/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Mary, FL
04/2015 → 08/2019

Wells Fargo Bank

Lake Mary, FL
08/2014 → 08/2019

Ucf

Orlando, FL
09/2019 → 02/2022

Bank Of America, N.A.

Lake Mary, FL
02/2022 → 11/2022

(Dba) Solutions Group Aka Solutions Group Wealth Management Llc

Longwood, FL
02/2022 → 10/2022

Concourse Financial Group Securities Inc

Longwood, FL
11/2022 → 12/2023

Wells Fargo Clearing Services

Orlando, FL
01/2024 → Present

Schwab Wealth Advisory Inc

Orlando, FL
01/2024 → Present

Charles Schwab & Co., Inc.

Orlando, FL

2022-12-08 → 2024-01-24

Wells Fargo Clearing Services, Llc

St. Louis, MO

Orlando, FL
2022-03-01 → 2022-11-21

Concourse Financial Group Securities, Inc.

Heathrow, FL
2020-02-19 → 2022-03-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Mary, FL

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-14

Other Firms