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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
9830 Colonnade Blvd Suite 225, San Antonio, TX 78230 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost National Bank | San Antonio | TX | 01/2007 | Present |
| Merrill Lynch | San Antonio | TX | 11/2011 | 04/2021 |
| Bank Of America, N.A. | San Antonio | TX | 01/2012 | 04/2021 |
(1) For profit or not for profit: Non-Profit Organization Name of outside business organization: The Fishing Invitational, LLC Investment related: N Address of business: San Antonio, Texas 78258 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 2/12/2020 Number of hours devoted: 30 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The non-profit has been created to host an annual fishing tournament where proceeds will be given to University Health Systems Foundation to fight pediatric cancer. (2) Name: Aranzazu Investments, LLC Position: Manager Nature: Aranzazu Investments, LLC is a holding company for a vacation home we purchased as a family. It will be a rental property and will be held in this entity. Investment Related: Yes Hours: 3 Securities Trading Hours: 0 Start Date: 08/30/2021 Address: 2211 camelback drive, san antonio TX 78209, United States Description: Implementing the property management group. Monitor the rental calendar.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-14 |
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