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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-30 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
Richmond, TX • 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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 07/2001 | 08/2021 |
| Bbva Securities Inc. | Sugarland | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 05/2002 | 08/2021 |
| Bbva Wealth Solutions Inc. | Sugarland | TX | 02/2017 | 08/2020 |
| Pnc Investments | Missouri City | TX | 08/2021 | 05/2022 |
| Hilltop Securities | Dallas | TX | 05/2022 | Present |
Jeannie Martinez - Non-investment related - Sugarland TX - investment of real estate for rental purposes - Owner - started August 20, 2020 - 2 hrs/mo - zero hrs/mo during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-26 |
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