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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-05 |
| TX | RA | APPROVED | 2008-10-24 |
| IL | RA | APPROVED | 2007-03-19 |
| OH | RA | APPROVED | 2005-09-30 |
Branch Locations
6950 Tpc Dr, Mckinney, TX 75070 • United States
620 S Tryon St Central Business Review Unit, Charlotte, NC 28255 • United States
Allen, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 08/2000 | Present |
I*3263288, Entity Type: Entity Charitable, Name of OBA: Foundation for Allen Schools, Address: Allen, Texas, 75002, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 12/12/2025, No Hours: 12 Monthly, No Hours during Trading: 4 Monthly, Duties: I was asked to participate on the Scholarship Committee. The committee reviews scholarship applications and rates responses versus a provided rubric. I will also be expected to interview scholarship applicants (panel interview of 3 volunteers) for those applicants who make it to round 2. Scores will be provided to the Foundation for scholarship winners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-19 |
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