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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 03/2014 | 12/2020 |
| Bank Of America, N.A. | San Antonio | TX | 03/2014 | 12/2020 |
| J.P. Morgan Securities, Llc | San Antonio | TX | 11/2020 | 12/2021 |
| Jp Morgan Chase Bank, N.A. | San Antonio | TX | 11/2020 | 12/2021 |
| Church's Chicken / Vista Management Llc | Sante Fe | NM | 10/2016 | 02/2017 |
| Fredy Tun Cifuentes Rental | Rio Rancho, | NM | 01/2018 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 01/2022 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio, | AZ | 01/2025 | Present |
| Broadway Wealth Solutions | San Antonio | TX | 03/2024 | 01/2025 |
I*1003477 For profit or not for profit: Entity For Profit Name of outside business organization: Freddys Home Landscaping and Fence Services LLC Investment related: No Address of business: Albuquerque, New Mexico & San Antonio Texas Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member, Owner Start date of relationship: 10/3/2022 Number of hours devoted: 10 hours Weekly Number of hours devoted during trading hours: 0 Duties: This entity offers Landscaping and Fence Services in Santa Fe, NM and San Antonio, Texas. My responsibilities will include Marketing via google website, managing bank accounts and bookkeeping, paying employees. I*: 2180291 Entity Type: For Profit Name of OBA: Xeripro LLC Address: San Antonio, TX 78258 Investment Related: No Position, Title, Association: Owner Employee Start Date: 3/14/2024 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: Project management business specializing in Commercial and Residential Landscaping. My primary contribution to the company has been website and marketing development. At this point my involvement is minimal as I have a team that managing the website, marketing operations and essentially the business. My responsibilities are limited to overseeing the website or marketing when it's absolutely necessary, which requires very little of my time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-17 |
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