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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-10 |
Branch Locations
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Austin | TX | 10/2012 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Georgetown | TX | 11/2021 | Present |
| Bank Of America, N.A. | Georgetown | TX | 01/2022 | Present |
I*709254 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Austin, Texas, 78717 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/1/2019 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: I*710232 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Pflugerville, Texas, 78660 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 3/1/2014 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-17 |
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