Joann E Trevino

Current Employers

Iron Oak Capital Management

El Paso, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-31

TX RA
APPROVED

Since 2025-10-31

Branch Locations

Carlsbad, NM • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Albuquerque	NM	01/2022	Present
Albertson's Market Pharmacy	Albuquerque	NM	11/2007	Present
Cvs	Albuquerque	NM	12/2020	03/2021
Century Bank	Albuquerque	NM	11/2020	09/2021

01/2022 → Present

Morgan Stanley Smith Barney Llc

Albuquerque, NM
11/2007 → Present

Albertson's Market Pharmacy

Albuquerque, NM
12/2020 → 03/2021

Cvs

Albuquerque, NM
11/2020 → 09/2021

Century Bank

Albuquerque, NM

Previous Registrations

2022-07-11 → 2025-06-24

Morgan Stanley

Albuquerque, NM

Other Businesses

* 474532 - Three Vines LLC; Investment related Yes; Albuquerque, New Mexico; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 20; Property Management Southeast New Mexico College; Investment related Yes; 1500 University Drive Carlsbad New Mexico 88220; College Foundation; Temporary Director of Advancement; September 15 2025 was start date; 40 to 60 hours per month; about 20 hours per month during trading hours; tracking donors funds and other recordkeeping

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-08

S66 Uniform Combined State Law Examination

2022-07-08

View on SEC IAPD