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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-04 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank N.A. | Frisco | TX | 05/2014 | 12/2021 |
| Wells Fargo Clearing Services, Llc | Frisco | TX | 01/2018 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 02/2022 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 02/2022 | Present |
| Unemployed | Savannah | TX | 01/2022 | 01/2022 |
| Solis Construction Transportation Llc | Savannah | TX | 03/2021 | Present |
Entity Name: Solis Construction Transportation LLC Investment related: No "Address: Savannah TX 76227" Nature of the other business: Transportation Services Position/Title/Relationship: Owner/Partner Start Date: 03/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Leases a semi truck and trailer to Millan's Transportation, which transports construction materials such as gravel and sand to different plants in DFW area.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-02 |
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