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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Plano | TX | 11/2011 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 11/2011 | 03/2022 |
| Citizens Securities, Inc | Westwood | MA | 03/2022 | 07/2024 |
| Citizens Bank, Inc | Irving | TX | 03/2022 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2025 | 09/2025 |
| Unemployed | Dallas | TX | 07/2024 | 06/2025 |
| Tiaa | Frisco | TX | 09/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-19 |
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