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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-22 |
Branch Locations
2200 Post Oak Blvd, 17Th Floor, Houston, TX 77056 • United States
5810 San Bernardo Ave, Laredo, TX 78041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/2010 | 09/2021 |
| Bbva Wealth Solutions Inc. | Laredo | TX | 04/2011 | 09/2021 |
| Bbva Securities Inc. | Laredo | TX | 05/2013 | 09/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 08/2010 | 09/2021 |
| Pnc Wealth Management | Laredo | TX | 09/2021 | Present |
INSURANCE, CANNON CERTIFIED WEALTH STRATEGIST / NO / NO BOYS AND GIRLS CLUB OF LAREDO POSITION: BOARD MEMBER EXECUTIVE COMMITTE NATURE: NON PROFIT PROVIDING SOCIAL SERVICES TO DISADVANTAGED YOUTHS INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/10/1986 ADDRESS: 500 MOCTEZUMA STREET, LAREDO TX 78040 THE LAREDO COUNTRY CLUB POSITION: BOARD MEMBER NATURE: GOLF, TENNNIS AND DINING CLUB INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2010 ADDRESS: 1415 COUNTRY CLUB DR, LAREDO TX 78045 DESCRIPTION: ATTEND MEETINGS AND DISCUSS CLUB BUSINESS APPLEWOOD RANCH DEVELOPMENT POSITION: Limited Partner NATURE: Real Estate Development INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2006 ADDRESS: 1616 Calle Del Norte, Laredo TX 78040 DESCRIPTION: None
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-26 |
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