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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2000-08-25 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Fort Worth | TX | 11/1999 | Present |
| Bank Of America,Na | Fort Worth | TX | 11/2009 | Present |
I*130326 For profit or not for profit: Non-Profit Organization Name of outside business organization: Tara Sawyer Foundation Investment related: N Address of business: aledo, Texas 76008 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 3/8/2020 Number of hours devoted: 6 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: on the board to help promote a golf tournament
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-24 |
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