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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
8911 N. Capital Of Texas Highway Bldg 4, Suite4350, Austin, TX 78759 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2023 | Present |
| The Cataldo Agency | Austin | TX | 12/2021 | Present |
| Broken Earth Winery | Paso Robles | CA | 12/2020 | 12/2021 |
| Ambiente Wine | Austin | TX | 03/2020 | 12/2020 |
| Serendipity Wines | Austin | TX | 06/2011 | 03/2020 |
1. HAYNER VALLEY GROVE LLC; 6605 PONCHA PASS, AUSTIN, TX 78749; MANAGING DIRECTOR; START DATE 3/16/2014; APPROXIMATELY 2 HOURS PER MONTH. 2. THE CATALDO AGENCY; 6605 PONCHA PASS, AUSTIN, TX 78749; SOLE PROPRIETOR; START DATE 1/1/2022; APPROXIMATELY 9 HOURS PER MONTH; WWW.THECATALDOAGENCY.COM. 3. RENTAL PROPERTY; 6605 PONCHA PASS, AUSTIN, TX 78749; OWNER/LANDLORD; START DATE 3/1/2013; APPROXIMATELY 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-29 |
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