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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 1990-03-19 |
Branch Locations
17802 W Interstate 10, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Corpus Christi | TX | 03/1990 | Present |
| Bank Of America, Na | Corpus Christi | TX | 12/2009 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION : SUREMARK CONSULTING, LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: OKLAHOMA CITY, OK NATURE OF BUSINESS: LLC POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 08/01/2005 NUMBER OF HOURS DEVOTED PER MONTH: 10 MONTHLY NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 DUTIES: PREPARE PRESENTATIONS/REPORTS FOR MY CLIENTS TO USE INTERNALLY. COMPRISED OF REGIONAL MARKET TRENDS, SUBMARKET TRENDS, PICTURES, MAPS, ETC. I*: 2116280 Entity Type: For Profit Name of OBA: Menger Springs Home owners Association Address: Boerne, TX 78006 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01-Jan-2025 Number of Hours: 12 hrs annually Number of Hours during trading: 0 Duties: Listen to home owners complain about there neighbors and follow the rules of the association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-03 |
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