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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 11/2024 | 09/2025 |
| Mlg Partners | Dallas | TX | 01/2010 | Present |
| Amerilife | Irving | TX | 10/2022 | 10/2023 |
| Hr Block | Dallas | TX | 01/2017 | 04/2017 |
| Hr Block | Dallas | TX | 01/2018 | 04/2018 |
| Hr Block | Dallas | TX | 01/2019 | 04/2019 |
| Nextco Holdings | Dallas | TX | 12/2017 | 01/2018 |
| Bank Of America, N.A. | Dallas | TX | 01/2025 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2026 | Present |
| Bank Of America, N.A. | Dallas | TX | 07/2026 | Present |
I*: 2113275 Entity Type: Entity For Profit Name of OBA: MLG Partners Address: Dallas, TX 75219 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/15/2000 No Hours: 3hr/mo No Hours during trading:0 Duties: Family Limited Partnership consisting of oil and gas royalty and mineral interests
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-29 |
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