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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-04-24 |
| TX | RA | APPROVED | 2001-07-05 |
Branch Locations
607 W 3Rd St, Austin, TX 78701 • United States
1803 Broadway St, San Antonio, TX 78215 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 04/2001 | Present |
I*: 2041279 Entity Type: School, College or University Name of OBA: University of Texas McCombs School of Business Address: Austin, Texas Investment Related: Board Member Position, Title, Association: Board Member Employee Start Date: 11/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: Corporate Advisory Board Member Will be to help facilitate dialogue around opportunities to help McCombs students. No investment or treasurer responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-03 |
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