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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-15 |
| AR | RA | APPROVED | 2022-11-17 |
Branch Locations
2200 N Rodney Parham Rd, Little Rock, AR 72212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Security Bank | Little Rock | AR | 01/2021 | 07/2021 |
| Charles Schwab | Westlake | TX | 09/2017 | 03/2020 |
| Fidelity Investments | Westlake | TX | 10/2015 | 09/2017 |
| Unemployed | Quitman | TX | 03/2020 | 01/2021 |
| Garcia Wealth Management Northwestern Mutual | Conway | AR | 07/2021 | 11/2021 |
| Osmar Garcia | Conway | AR | 11/2021 | 10/2022 |
| Gilberto Garcia | Conway | AR | 11/2021 | 03/2022 |
| Northwestern Mutual Investment Services Llc | Conway | AR | 11/2021 | 10/2022 |
| Grey Wisdom Investment Properties | Little Rock | AR | 10/2021 | 11/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Little Rock | AR | 10/2022 | Present |
| Bank Of America, N.A. | Little Rock | AR | 12/2022 | Present |
1.50% OWNER, GREY WISDOM INVESTMENT PROPERTIES, LLC, 1316, LITTLE ROCK, , ARKANSAS, 72212, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 03/03/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ANSWER TENANT REQUESTS FOR MAINTENANCE. ACCEPT RENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-28 |
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