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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
800 Capitol St Pbig - Houston Ii, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Houston | TX | 04/2018 | 03/2025 |
| Wells Fargo Private Bank | Houston | TX | 10/2015 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 03/2025 | Present |
| Bank Of America, N.A. | Houston | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-24 |
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