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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-19 |
Branch Locations
800 Capitol St Pbig - Houston Ii, Houston, TX 77002 • United States
1 disclosure category 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 | Houston | TX | 04/2013 | Present |
| Bank Of America, N.A. | Houston | TX | 07/2013 | Present |
I*3301274 Entity Type: Charitable Name of OBA: The Woods Project Address: Houston, TX 77098 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: The Woods Project creates wilderness exploration experiences that promote academic success, college and career readiness, and lifelong thriving for Houston high school students who wouldn't otherwise have access to these opportunities. Utilize my experiences in wilderness survival to advise on programming.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-08 |
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