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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 06/2007 | Present |
| Bank Of America, Na | San Antonio | TX | 12/2009 | Present |
I*1804284, Entity Type: Entity For Profit, Name of OBA: San Felipe LB LLC, Address: San Antonio, TX, 78258, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 03/06/2021, No Hours: 1 hr/annually, No Hours during trading: 0, Duties: Personal holding company for second home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-17 |
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