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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-01-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 11/2008 | Present |
| Bank Of America,Na | Houston | TX | 11/2009 | Present |
I*, 2723280Entity Type: Entity CharitableName of OBA: The Fecel Family FundAddress: Boston, Massachusetts 02110Investment Related: NoPosition, Title, Association: OtherEmployee Start Date: 09/01/2025No Hours: 1 hour per monthNo Hours during trading: 0 Duties: Initiate distributions to 501c3 organizations from the DAF along with original grantors Craig Fecel Sr and Judy Fecel, and my sister Cara Fecel. Family Donor Advised Fund on which I am a grant advisor I*5562289 Entity Type: Entity Charitable Name of OBA: The Council on Recovery Houston Address: Houston, Texas, 77007 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/01/2026 Number of Hours: 6, Monthly Number of Hours during trading: 3, Monthly Duties: Trustee Board Member (was volunteer board member 2014-2026). 3 year term, will vote on council business and serve as fund raiser in certain capacities. Voting board member, fund raising activities, generate engagement from community and stake holders
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-13 |
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