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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-12-22 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney | TX | 12/2014 | Present |
| Bank Of America, N.A. | Mckinney | TX | 12/2014 | Present |
I*3835269 Entity Type: Entity For Profit Name of OBA: PM Woodworking Address: McKinney, Texas, 75072 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 02/24/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: My wife and I started a small woodworking shop where we may sell items online. We make mostly decor items and small furniture pieces. I would make the items and my wife (Melissa) would sell them online.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-24 |
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