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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-14 |
Branch Locations
1509 Emerald Pkwy, College Station, TX 77845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | College Station | TX | 05/2010 | 08/2020 |
| J.P. Morgan Securities Llc | Bryan | TX | 10/2012 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | College Station | TX | 08/2020 | Present |
| Bank Of America, N.A. | College Station | TX | 09/2020 | Present |
I*9870 For profit or not for profit: Name of outside business organization: Amy Schielack Investment related: Address of business: College Station, Texas 77845 Position, title, association: Start date of relationship: 5/1/2016 Number of hours devoted: 1 hour Number of hours devoted during trading hours: 0 Duties:I*2929301, Entity Type Not for Profit, Name of OBA: Pebble Creek Elementary PTO Address: College Station Texas 77845 Investment Related: No Position, Title, Association: Spirit Night Coordinator, Parent Teacher Organization Employee Start Date: 09/30/2025No Hours: 2 monthly No Hours during trading: 1 monthly Duties: I work with local restaurants to partner for "Spirit Nights" fundraiser Parent-Teacher Organization - I work with local restaurants to partner for "Spirit Nights"I*2929302, Entity Type Not for Profit, Name of OBA: Oakwood Intermediate PTO Address: College Station Texas 77840 Investment Related: No Position, Title, Association: Spirit Night Coordinator, Parent Teacher Organization Employee Start Date: 09/30/2025 No Hours:2 monthly No Hours during trading: 1 monthly Duties: partner with local restaurants to coordinate "Spirit Nights" fundraisers, Parent Teacher OrganizationI*2930293Entity Type: GovernmentalName of OBA: College Station Independent School DistrictAddress: College Station, Texas, 77840Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 09/30/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0Duties: Member of the "Community Advisory Committee" for school district https://www.csisd.org/our-district/committees/community-advisory-committee The CSISD Community Advisory Committee exists to strengthen collaboration between the school district and broader community. The committee's purpose is to: Provide input and feedback on district priorities and initiatives Serve as a representative voice for CSISD families, staff and community members Promote transparency and open communication between stakeholders and district leaders Celebrate successes and support continuous improvement across the districtI*4106267, Entity Type: Entity Charitable, Name of OBA: Oakwood Intermediate School Parent Teacher Organization, Address: College Station, Texas, 77840, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 06/01/2026, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: As Secretary - record meeting minutes and maintain membership lists - I will not have any financial oversight nor be on any bank accounts, mission is to provide enrichment opportunities to students, support staff, teachers, and studentsI*4397272Entity Type: Fiduciary roleName of OBA: J. L.Address: Dallas, Texas, 75243Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/14/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Power of Attorney/Uncle I*4421274 Entity Type: N/A Name of OBA: J L Address: Dallas, Texas, 75243 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/15/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: POA/Uncle I*4474269 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO J. L. IRA FBO J. L. Address: Dallas, Texas, 75243 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/21/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Uncle
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
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