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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-23 |
Branch Locations
5500 Preston Rd, Dallas, TX 75205 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Dallas | TX | 02/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 02/2016 | Present |
I*: 2089386Entity Type: CharitableName of OBA: Heart House DallasAddress: Dallas, TX 75231Investment Related: NoPosition, Title, Association: Advisory Board Employee Start Date: 11/1/2024Number of Hours: 15 hrs annuallyNumber of Hours during trading: 0Duties: Participate as needed on the Advisory Board I*2813279 Entity Type: For Profit Name of OBA: HYDR - TX Address:Oxford Mississippi Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:08/28/2025 No Hours: 0 Yearly No Hours during trading:0 Duties:none - other than depositing a check if we rent it. We are hiring a property manager to post it on VRBO, etc. They manage any booking, any cleaning and any of the financials.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-29 |
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