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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-23 |
Branch Locations
301 Commerce St, Fort Worth, TX 76102 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America N.A | Ft. Worth | TX | 06/2007 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ft. Worth | TX | 10/2009 | Present |
I*96407 For profit or not for profit: Non-Profit Organization Name of outside business organization: All Saints Episcopal School Fort Worth Investment related: N Address of business: Fort Worth, Texas 76116 Nature of business: Corporation,Private school K-12 Position, title, association: Advisory Board Member, Start date of relationship: 7/24/2016 Number of hours devoted: 16 hour(s) Annually Number of hours devoted during trading hours: 2 Duties: to advise on school matters
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-11 |
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