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40 Ne Loop 410 #602, San Antonio, TX 78216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 10/2018 | 03/2021 |
| Martin Capital Advisors, Llp | San Antonio | TX | 02/2017 | 10/2018 |
| Eastern Oils, Llc | San Antonio | TX | 06/2006 | 06/2017 |
| Harvard University Extension School | Cambridge | MA | 06/2015 | 05/2018 |
| Northwest Vista College | San Antonio | TX | 01/2002 | 05/2018 |
| Bank Of America, N.A. | San Antonio | TX | 11/2018 | 03/2021 |
| Great Hearts Academy | San Antonio | TX | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-07 |
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