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2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-11-13 |
Branch Locations
2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsch & Garza Ltd Dba/Cresta Advisors | Laredo | TX | 11/2013 | Present |
INSURANCE AGENT-SALE OF FIXED LIFE AND ANNUITIES; COMPENSATED VIA INSURANCE COMMISSIONS. DEUTSCH & GARZA LTD DBA CRESTA ADVISORS; INVESTMENT-RELATED STATE REGISTERED INVESTMENT ADVISOR FIRM; 104 DEL COURT STE. 300, LAREDO, TX 78041; POSITION: MANAGING MEMBER; STARTED: NOVEMBER 2013; 160 HOURS PER MONTH DEVOTED TO CRESTA ADVISORS; 40 HOURS PER WEEK DEVOTED DURING TRADING HOURS; DUTIES INCLUDE PROVIDING FEE BASED FINANCIAL ADVISORY (INVESTMENT MANAGEMENT) SERVICES TO CLIENTS. DEUTSCH AND GARZA LTD DBA CRESTA ADVISORS, PARTNER, 10% TIME, INVESTMENT RELATED. TEXAS A&M INTERNATIONAL UNIVERSITY A.R. SANCHEZ, JR. SCHOOL OF BUSINESS 4 HOURS A MONTH NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-27 |
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