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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-02-10 |
| TX | RA | APPROVED | 2017-01-19 |
Branch Locations
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 | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 01/2017 | Present |
| Bank Of America, N.A. | Austin | TX | 02/2017 | Present |
I*762228 For profit or not for profit: Entity For Profit Name of outside business organization: BCD Holdings llc Investment related: N Address of business: Kalispell, Montana, 59904 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 3/10/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Purpose is just to hold investment and rental property for my wife and I. The entity is a single member LLC and our family trust is the only memeber
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-03 |
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