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Current Employers
Better Pockets Financial

242 Linden St 1St Floor, Fort Collins, CO 80524 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-11
TX RA APPROVED 2026-02-11
  • CO RA
    APPROVED
    Since 2026-02-11
  • TX RA
    APPROVED
    Since 2026-02-11

Branch Locations

242 Linden St 1St Floor, Fort Collins, CO 80524 • United States

El Paso, TX • 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
Ysleta Independent School District El Paso TX 08/2010 07/2016
Nationwide Securities Llc Columbus OH 04/2016 02/2017
Texas Tech University Lubbock TX 08/2025 Present
Unemployed El Paso TX 02/2017 08/2025
Better Pockets Financial Fort Collins CO 02/2026 Present
Nationwide El Paso TX 04/2016 02/2017
  • 08/2010 → 07/2016
    Ysleta Independent School District
    El Paso, TX
  • 04/2016 → 02/2017
    Nationwide Securities Llc
    Columbus, OH
  • 08/2025 → Present
    Texas Tech University
    Lubbock, TX
  • 02/2017 → 08/2025
    Unemployed
    El Paso, TX
  • 02/2026 → Present
    Fort Collins, CO
  • 04/2016 → 02/2017
    Nationwide
    El Paso, TX
Previous Registrations
  • 2008-06-23 → 2008-09-18
    Waddell & Reed
    El Paso, TX
Other Businesses

- Texas Tech University; not investment related; 2500 Broadway St, Lubbock, TX 79409; educator, teaching assistant; 08/2025; 10 hrs/wk (40 hrs/mos); 0 hours during trading hours; grading of submitted work and additional instruction for learners as needed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-28
S63 Uniform Securities Agent State Law Examination 2013-06-01
S66 Uniform Combined State Law Examination 2008-06-19
  • S65 Uniform Investment Adviser Law Examination
    2024-09-28
  • S63 Uniform Securities Agent State Law Examination
    2013-06-01
  • S66 Uniform Combined State Law Examination
    2008-06-19
Other Names
  • Steven Munoz

View on SEC IAPD

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