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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 10/2018 | 03/2024 |
| Self Employed | San Antonio | TX | 05/2011 | 10/2018 |
| Star Consulting Group | San Antonio | TX | 01/2016 | 10/2019 |
| Fisher Investments | Tampa | FL | 05/2024 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 06/2025 | Present |
| Unemployed | San Antonio | TX | 03/2025 | 06/2025 |
| Bank Of America, N.A. | San Antonio | TX | 07/2025 | Present |
Name of the other businessC M M-W Whether the business is investment-relatedYes Address NYC,NY Nature Investment account Your positiondiscretion over my sisters account Title, or relationship I have discretion Start date of your relationship11-03-2024 Approximate number of hours/month you devote 1hr/MONTH Number of hours you devote to the other business during securities trading hours10 min/month Briefly describe your duties relatingI choose investments and oversee account invest. Name of the other businessM Family Trust Whether the business is investment-relatedYes Address Duck Key,Fl Nature Investment accounts Your positionI have discretion over the accounts Title, or relationship Co Trustee of the trust Start date of your relationship28-06-2019 (Father's Passing) Approximate number of hours/month you devote 4hr/month Number of hours you devote to the other business during securities trading hours-10 min in morning checking accounts. Briefly describe your duties I choose investments and oversee account invest. Name of the other businessM J S Whether the business is investment-relatedYes Address SA Tx Nature Investment accounts Your positionI have discretion over the account and chose investments and oversee portfolio Title, or relationship with the other businessI have discretion Start date of your relationship20-03-2024 Approximate number of hours/month you devote 1hr/ month Number of hours you devote to the other business during securities trading hours10 minutes checking the account once a month Briefly describe your duties relating I choose investments and oversee account invest. Name of the other businessA M Whether the business is investment-relatedYes Address SA,Tx NatureInvestment accounts Your positionI am the Trustee of my Trust Title, or relationship with the other businessI have discretion over my accounts Start date of your relationship01-08-2018 Approximate number of hours/month you devote 2hr/month Number of hours you devote to the other business during securities trading hours10 min in morning checking the account Briefly describe your duties relating I choose investments and oversee account investments and oversee account Name of the other businessM C M Revocable Living Trust Whether the business is investment-relatedYes Address Duck Key,Fl Nature Investment accounts Your positionCo- Trustee of all of the above referenced Trusts and I have discretion over them all. Maria Meyers is my mother. Title, or relationship with the other businessTrustee Start date of your relationship01-11-2018 (My Father's passing) Approximate number of hours/month 4hr /month Number of hours you devote to the other business during securities trading hours10 min Briefly describe your duties relating I choose investments and oversee account invest. Name of the other businessM C M Trust Whether the business is investment-relatedYes Address Duck Key,Fl Nature Investment accounts Your positionCo- Trustee of all of the above referenced Trusts and I have discretion over them all. Maria Meyers is my mother. Title, or relationship with the other businessTrustee Start date of your relationship01-11-2018 (My Father's passing) Approximate number of hours/month 4hr /month Number of hours you devote to the other business during securities trading hours10 min Briefly describe your duties relatingI choose investments and oversee account invest. Name of the other businessM C M Whether the business is investment-relatedbanking Address Duck Key,Tx NatureInvestment accounts Your positionOn banking account with my mother Title, or relationship with the other businessI help her pay her bills Start date of your relationship01-11-2018 (My Father's passing) Approximate number of hours/month 4hr /month Number of hours you devote to the other business during securities trading hours10 min Briefly describe your duties - I move money so she has money for her living expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-19 |
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