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11323 Rojas Dr Ste A3, El Paso, TX 79936 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Capital Corp | El Paso | TX | 01/2014 | 10/2016 |
| Cetera Advisors Llc | El Paso | TX | 10/2016 | 03/2017 |
| Securities America, Inc. | El Paso | TX | 03/2017 | 12/2019 |
| Lpl Financial, Llc | El Paso | TX | 12/2019 | 08/2024 |
| Truvize Financial Planning Llc | El Paso | TX | 04/2024 | Present |
02/2017 - Non-Variable Insurance - Andrew Harris TRUVIZE INSURANCE PLANNING - 15% - INVESTMENT RELATED - EL PASO, TX 79901 owns a percentage of Glide Scooter Sharing, Inc. This business is no longer operational and in the process of liquidating its assets to be shut down. Approximately one hour a week is spent on this other business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-29 |
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