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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-22 |
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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Anthony | NM | 10/2016 | 01/2023 |
| Wells Fargo Clearing Services Llc | Anthony | NM | 04/2018 | 01/2023 |
| Insta Wireless | Canutillo | TX | 10/2015 | 10/2017 |
| U.S. Bank | Las Cruces | NM | 01/2023 | 12/2024 |
| U.S. Bancorp Investments, Inc. | Las Cruces | NM | 01/2023 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Paso | TX | 03/2025 | Present |
| Bank Of America, N.A. | El Paso | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-22 |
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