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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
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
6999 Mcpherson Rd Ste 104-105 Ofc #5, Laredo, TX 78041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Laredo | TX | 03/2005 | Present |
| Wells Fargo Advisors Llc | Laredo | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Laredo | TX | 11/2016 | 06/2021 |
1) LAREDO ROTARY CHARITABLE FOUNDATION POSITION: Board Member NATURE: The Charitable Foundation help Rotarians toadvance world understanding, goodwill, and peace by improving health, providing quality education, improving the environment, and alleviating poverty.In other words, The Charitable Foundation is the charitable funding vehicle for much of the work of Rotary. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/1/2023 ADDRESS: 110 Calle Del Norte, Laredo TX 78041, United States DESCRIPTION: Help create/ organize community events to raise money for different awareness events. Vote on how funds will be distributed/ awarded to the Laredo Rotary Club. 2) TEXAS WORKFORCE COMMISSION POSITION: Local Workforce Development Board Member NATURE: TheWorkforce Solutions for South Texas (WSST) Boardserves as the designated grant recipient and administrative entity for workforce development program funds allocated to the region comprised by Jim Hogg, Webb and Zapata Counties. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 7/15/2024 ADDRESS: 1406 Jacaman Rd., Suite A, Laedo TX 78041, United States DESCRIPTION: The WSST Board is responsible for the strategic and operational planning, administration, oversight and evaluation of federal and state workforce programs in the region including employment, training, child care and related support services. 3) IPAAC CONSTRUCTION, LLC POSITION: Owner NATURE: Real Estate Business: Buy/ Sale / Construction of residential and commercial real estate property. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2024 ADDRESS: 201 Lake Como Rd, Laredo TX 78041, United States DESCRIPTION: Supervision of projects
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-08 |
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