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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-11 |
Branch Locations
200 South 10Th St. Ste 501, Mcallen, TX 78501 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Antonio | TX | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 06/2021 |
| Sanctuary Wealth | Laredo | TX | 06/2021 | Present |
(1) Name: Pogh Capital LLC Position: Owner Nature: Rental Property AirBnB Investment Related: Yes Hours: 10 Securities Trading Hours: 0 Start Date: 06/03/2015 Address: 404 S Palm Dr, Pharr TX 78577, United States Description: Full administration of property. (2) Name: Javier Ordorica Property Position: Owner Nature: Airbnb Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 03/01/2018 Address: Ordorica, Pharr TX 78577, United States Description: Full Administration of property (3) Name: Excelsis Holdings LLC Position: Member Nature: Acquiring Real Estate Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 02/10/2022 Address: 200 S 10st Suite 501, McAllen TX 78501, United States Additional Info: Description: Administrating (4) N/A POSITION: Owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 402 S Palm Dr., Pharr TX 78577, United States DESCRIPTION: pay bills and mortgage (5) ROTARY OF PHARR POSITION: Member NATURE: Help the local and regional community. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 6/25/2024 ADDRESS: 11 S Cage Blvd, Pharr TX 78577, United States DESCRIPTION: I am just a member that participates when needed to help out in the community. I don't have any responsibilities i.e. treasurer, administrative, etc. Meetings are on Tuesday at lunch time. so it does not interfere with my work. I don't have to attend if I need work at lunch time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-28 |
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