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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Frisco | TX | 10/2003 | 05/2018 |
| Raymond James Financial Services Advisors, Inc | Frisco | TX | 01/2009 | 05/2018 |
| Southwestern Investment Group | Frisco | TX | 10/2003 | 05/2018 |
| Insurance-Non Variable | Frisco | TX | 09/2010 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 05/2018 | Present |
| Collin College | Frisco | TX | 09/2017 | 03/2018 |
| Bank Of America, N.A. | Frisco | TX | 08/2018 | Present |
I*133246For profit or not for profit: Non-Profit OrganizationName of outside business organization: Grapevine FilmsInvestment related: NAddress of business:Lewisville, Texas 75056Nature of business: Charitable Organization,Position, title, association: Director, Start date of relationship: 10/24/2020Number of hours devoted: 40 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: To produce film and video content.I*131510For profit or not for profit: For-Profit OrganizationName of outside business organization: HLMHS LLC.Investment related: YAddress of business:Lewisville, Texas 75056Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 6/1/2020Number of hours devoted: 10 hour(s) AnnuallyNumber of hours devoted during trading hours: 10Duties: Family LLC.I*1926297, Entity Type,For Profit Name of OBA:Carvers Gap Novel/Screen Address: Lewisville,TX,75056Investment Related: NOPosition, Title, Association: OwnerEmployee Start Date: 08/02/2024No Hours: 20MONTHLYNo Hours during trading: 0Duties:none. I*1972282, Entity Type, Entity for Profit, Name of OBA: Carvers Gap LLC, Address: Lewisville, TX, 75056, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 09/27/2024, No Hours: 40hrs/Mo, No Hours during trading: 0, Duties: Production costs for Carvers Gap Novel/Screenplay.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-26 |
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