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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-17 |
Branch Locations
15303 North Dallas Parkway Tower Ii Suite 550, Addison, TX 75001 • United States
1807 East Main St., Alice, TX 78332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Economic Planning Group Inc | Alice | TX | 10/2012 | Present |
| Guardian | Alice | TX | 06/2014 | Present |
| Park Ave Securities | Alice | TX | 03/2016 | Present |
1. Assisted Home Care Inc-Attend board meetings approximately once per year,. Start: 04/01/1989, Address: 704 E. 1st St., Alice, TX 78332, 1 non bus hr per month, Not investment related, 2. St. Elizabeth Catholic School Endowment Fund-Attend meetings once per year or as called by the Pastor to discuss the balances of the Fund,. Start: 06/01/2008, Address: 603 E. 5th St. Alice, TX 78332, 0 hrs per month, Not investment related, 3. The Economic Planning Group, Inc.-I represent various insurance companies to offer group medical, group dental, group life, group disability, individual health,. Start: 09/01/1978, Address: 706 E. 1st St. Alice, TX 78332, 12 bus hrs per month, Investment related, 4. NAIFA - South Texas-NAIFA is an organization for insurance and financial professionals. South Texas is the local association located in the Kingsville and Alice, Texas area. I am the Treasurer. Start: 07/01/2016, Address: 100 E. Kleberg Ave. Kingsville, TX 78363, 1 bus hr per month, Not investment related, 5. Coyote Cooks-Coyote Cooks is an organization that cooks for non profit or charitable organizations. I am the secretary of this group,. Start: 03/01/2016, Address: 1801 Olmos Alice, TX 78332, Hrs per month - tot/bus: 2/1, Not investment related, 6) St. Elizabeth Parish Finance Council-Review finances of the parish. I do not have any additional duties. I do not handle any money, Start: 08/07/2023, Address: 603 East 5th St. Alice, TX 78332, .5 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-07 |
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