Erwin Daniel Bisogno Mendez

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-01-26
TX	RA	APPROVED	2024-01-16

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Miami Beach	FL	08/2022	Present
Whole Foods	Tulsa	OK	02/2022	08/2022
Oklahoma State University	Stillwater	OK	08/2018	05/2022
Cxloyalty	Tulsa	OK	08/2021	11/2021
Reasor's	Jenks	OK	11/2016	07/2021
Chipotle	Tulsa	OK	07/2020	07/2020
Target	Tulsa	OK	10/2016	05/2017
None	Tulsa	OK	07/2016	10/2016

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami Beach, FL
02/2022 → 08/2022

Whole Foods

Tulsa, OK
08/2018 → 05/2022

Oklahoma State University

Stillwater, OK
08/2021 → 11/2021

Cxloyalty

Tulsa, OK
11/2016 → 07/2021

Reasor's

Jenks, OK
07/2020 → 07/2020

Chipotle

Tulsa, OK
10/2016 → 05/2017

Target

Tulsa, OK
07/2016 → 10/2016

None

Tulsa, OK

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-28

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