Best Investors Account Sign in
Inactive

Eric Michael Efron

Texas Institutional Investment Management, LLC

San Antonio, TX

CRD 1011983

Claim This Profile
Employer firm

Texas Institutional Investment Management, LLC CRD 131300

$75.1M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Texas Institutional Investment Management, Llc

8603 Crownhill Blvd Suite 2, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-03-27
  • TX RA
    APPROVED
    Since 2006-03-27

Branch Locations

8603 Crownhill Blvd Suite 2, San Antonio, TX 78209 • 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
Texas Institutional Investment Management, Llc San Antonio TX 03/2004 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-03
  • S63 Uniform Securities Agent State Law Examination
    1998-11-03
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC

Nearby Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX

More in San Antonio, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor