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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Mcallen | TX | 09/2012 | 03/2024 |
| Platinum Insurance & Financial Services | Mcallen | TX | 09/2012 | 03/2024 |
| Texas Regional Bank | Mcallen | TX | 03/2024 | 09/2024 |
| Valic Financial Advsors, Inc. | Houston | TX | 10/2024 | 01/2026 |
| Agia | Houston | TX | 11/2024 | 01/2026 |
| Rental Activity | Mcallen | TX | 05/2018 | Present |
| Lpl Financial Llc | Mcallen | TX | 02/2026 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mcallen | TX | 07/2026 | Present |
Name of the other business G. LLC Whether the business is investment-related NO Address of the other business McAllen, TX Nature of the other business Property Rental Your position Owner Title, or relationship with the other business Single Member LLC Start date of your relationship 05/07/2018 Approximate number of hours/month you devote to the other business 1 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Receive rental income, pay HOA fees, insurance, taxes and repairs if needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-14 |
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