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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
9830 Colonnade Blvd Suite 225, San Antonio, TX 78230 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | San Antonio | TX | 08/2008 | 04/2021 |
| Bank Of America, N.A. | San Antonio | TX | 07/2011 | 04/2021 |
| Sanctuary Wealth | San Antonio | TX | 04/2021 | Present |
1) Name: UTSA Alumni Association Position: Board Member Nature: Raising funds to provide for scholarships for current and prospective UTSA students. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 05/04/2020 Address: 1 UTSA Circle, 6 Bauerle Rd, San Antonio TX 78249, United States Description: Participate in various committees, including golf committee, to generate ideas. Garner sponsorships for various fundraising events, and help increase and grow the membership base. 2) SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN POSITION: Assistant Treasurer NATURE: Elementary School devoted to educating hearing impaired with the spoken language NVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2018 ADDRESS: 603 E Hildebrand Ave, San Antonio TX 78257 DESCRIPTION: Board Member voting on resolutions Treasurer responsibility includes presenting the balance sheet and income statements to the board and leading finance committee meetings. All matters of approval must go to the board to be voted on(no check writing capability or investment recommendations).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-28 |
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