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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-25 |
| WY | RA | APPROVED | 2024-04-25 |
| NE | RA | APPROVED | 2024-04-10 |
| CO | RA | APPROVED | 2021-10-12 |
Branch Locations
1 Cowboys Way, Frisco, TX 75034 • United States
Mckinney, TX • United States
17802 W Interstate 10, San Antonio, TX 78257 • United States
824 A1A N, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Glendale | CO | 08/2017 | 08/2020 |
| Bbva Securities Inc. | Northglenn | CO | 10/2020 | 06/2021 |
| Bbva Usa | Birmingham | AL | 08/2020 | 06/2021 |
| Bbva Insurance Agency, Inc. | Austin | TX | 08/2020 | 06/2021 |
| Wells Fargo Bank, Na | Denver | CO | 08/2015 | 08/2020 |
| Bbva Wealth Solutions Inc. | Northglenn | CO | 10/2020 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 07/2021 | Present |
I*2007275 Entity for Profit Name of OBA: Rental Property 1 Address: Aurora, Colorado, 80012 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 11/01/2024 No Hours: 5 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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