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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-06-19 |
Branch Locations
800 Capitol St Pbig - Houston Ii, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 06/2015 | Present |
| Bank Of America, N.A. | Houston | TX | 09/2015 | Present |
I*82833 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NEARTOWN LITTLE LEAGUE INVESTMENT RELATED: NO ADDRESS OF BUSINESS: HOUSTON, TEXAS 77266 POSITION, TITLE, ASSOCIATION: DIRECTOR START DATE OF RELATIONSHIP: 6/1/2011 NUMBER OF HOURS DEVOTED: 8 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 HR MTHLY DUTIES: PROVIDE BASEBALL TO NEIGHBORHOOD KIDS. I SERVE AS PRESIDENT OF THE BOARD. I*3380267 Entity Type: Charitable Name of OBA: B. Family Foundation Address: Houston, Texas, 77007 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/24/2025 Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: Support organizations that promote charitable, religious, education, and scientific effects to improve society. Maintain the strategic purpose of the organization through guidance and prior experience on boards of charitable organizations and oversee the internal operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-17 |
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