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240 Greenwich Street 9Th Floor East, New York, NY 10286-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-02 |
| NY | RA | APPROVED | 2021-09-08 |
| TX | RA | APPROVED | 2021-08-20 |
Branch Locations
One Boston Place 201 Washington Street, Boston, MA 02108-4408 • United States
Southlake, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon, N.A. | Dallas | TX | 03/2014 | 01/2024 |
| Bny Mellon Securities Corporation | New York | NY | 09/2020 | Present |
Trustee at Fossier Family Trust (Family Trust Account) located at 4120 Carrizo Drive, Plano, TX. Working for zero hours per month since November 2006, no hours per month devoted to business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2002-01-17 |
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