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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-18
  • TX RA
    APPROVED
    Since 2024-12-18

Branch Locations

4699 N Mesa St, El Paso, TX 79912 • United States

One Bryant Park, New York, NY 10036 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 02/2023 Present
Homemaking El Paso TX 08/2018 01/2023
Homemaking Mexico City 06/2014 07/2018
Bank Of America, N.A. El Paso TX 07/2025 Present
Other Businesses

I* 1924271 Name: FER & WEL, LLC Investment-related: no Address: El Paso TX Nature of the other business: Rental home of my sister Position: Help my sister with the renters of her rental Home I am the first contact person for the renters. Start date: June 2020 Number of hours/month you devote to the other business3 Number of hours you devote to the other business during securities trading hours 0 Duties: I'm just the contact person of my sisters rental home. For example, If the renter need help with pluming they call me and I direct the request to my sister. I* 1932271 Name: Junior League of El Paso Investment-related: No Address: Paso TX Nature of the other business Charity non-profit Your position Setup and logistic Chair Title, or relationship with the other business I volunteer in this charity organization to set up the Christmas Fair in November 2024.Start date: August 2024 Hours/month you devote to the other business20 Hours you devote to the other business during securities trading hours0 Duties relating to the other business Setup, decoration of Christmas Fair in November I*1973270, Entity Type: Charitable Name: Stanford University Address: Stanford, CA Investment Related: No Position: Other Start Date: 9/2/24 No Hours: 80 hrs yearly No Hours during trading: Duties: Vice President from September 1 (or earlier if possible), to December 31, 2024. El Paso del Norte Stanford Alumni Club is a chartered club focused on academic, social, and community service events. We do not promote political events. We support our community one or two times per year. In recent years we cleaned water channels (acequias), prepared meals for the people in need, planted flowers in a children's shelter, worked in an animal shelter, removed weeds in a community farm, among other activities. We usually have a couple of social events per year to increase social network and friendship among the local Stanford alumni. Social events organized with the excuse to enjoy a Stanford football game, for example, are frequently a good idea. During recent years we have also organized events to learn more about a different academic or motivational topics, and for such purposes we try to invite mostly Stanford alumni or professors, like the interview to Dr. M. I*1973271, Entity Type: Entity Charitable, Name of OBA: Stanford University Address: Stanford, CA 94305 Investment Related: No Position: Officer Employee Start Date: /1/2025 No Hours: 100 yearly No Hours during trading: 0 Duties: President starting January 2025 of El Paso del Norte Stanford Alumni Club I*: 2239309 Entity Type: Charitable Name of OBA: Junior League of El Paso JLEP Address: EL PASO, TX 79912 Investment Related: No Position: Committee Start Date: 05/01/2025 Number of Hours: 200 hrs annually Number of Hours during trading: 0 Duties: TED CHAIR FROM MAI 2025-2026 Works with the President to establish and develop an on-going and progressive educational program Sets a training schedule and maintains curriculum information Ensures that there are qualified instructors for training being offered Attends trainings and works to promote the program to membership and recruit members to participate in the program. Works with the Provisional Chair to ensure that the Provisional course is in line with other JLEP training programs I*2692300, Entity Type: , Name: Stanford University Alumni President, Address: Satnford, California, 94305, Investment Related: N, Position: Other, Employee State Date: 09/01/2025, No Hours: 100 Yearly, No Hours during Trading: 0 Yearly, Duties: I will be the President of El Paso del Norte Alumni Club 2005 to 2026.The Stanford Alumni Association seeks to reach, serve and engage all Stanford alumni and students;to foster a lifelong intellectual and emotional connection between the university and its graduates;and to provide the university with goodwill and support. ( Stanford Club Handbook) Engage more alumni who hold only graduate degees from Stanford,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-17
  • S66 Uniform Combined State Law Examination
    2024-12-17
Other Names
  • Stefanie Welsch Casas

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