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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-27 |
Branch Locations
601 State St, Southlake, TX 76092 • United States
4281 Esplanade Pl, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guidestone Financial Resources Of Sbc | Dallas | TX | 05/2000 | 02/2019 |
| Guidestone Financial Services | Dallas | TX | 02/2009 | 02/2019 |
| Guidestone Advisors | Dallas | TX | 08/2009 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 02/2019 | Present |
| Bank Of America, N.A. | Southlake | TX | 04/2019 | Present |
I*137003 For profit or not for profit: For-Profit Organization Name of outside business organization: DoorDash, Inc Investment related: N Address of business: San Francisco, California 94107 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 4/1/2021 Number of hours devoted: 30 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Picking up food orders and delivering them to people who have placed orders at respective restaurants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-02 |
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