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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 12/2018 | Present |
| Bank Of America, N.A. | Houston | TX | 02/2019 | Present |
I*119517 Non-Profit Organization Name of outside business organization: FAMILY SERVICES OF HOUSTON Investment related: No Address of business: HOUSTON, Texas 77007 Position, title, association: Advisory Board Member Start date of relationship: 1/31/2018 Number of hours devoted: 12 hours Annually Number of hours devoted during trading hours: 12 Duties: A NON PAID POSITION, MY ROLE IS TO HELP WITH BUSINESS DEVELOPMENT AND MARKETING THE ORGANIZATION. I*2211274, Entity Type: NOT FOR PROFIT , Name of OBA: Alzheimers Association, Address: Houston, TX 77087 Investment Related: N, Position, Title, Association: COMMUNITY EDUCATOR, Employee State Date: 01/01/2025, No Hours: 2 monthly , No Hours during Trading: 0 Duties: Community Educator. The role is volunteer speak at requested locations and times based upon the publics request to learn more about Alzheimers. I*: 2535306 Entity Type: For Profit Name of OBA: GULF COAST CONTAINER HOME Address: HOUSTON, TX 77057 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 01/01/2023 Number of Hours: 50 hrs annually Number of Hours during trading: 0 Duties: TO BUILD HOMES FOR US MILITARY VETERANS AND SECTION 8 FAMILIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-03 |
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