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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2019-11-07 |
Branch Locations
1919 Mckinney Ave #1001, Dallas, Tx, 75201, Dallas, TX 75201 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 01/2007 | 09/2017 |
| Bank Of America, N.A. | Phoenix | AZ | 11/2014 | 09/2017 |
| Bank Of America, N.A. | Dallas | TX | 09/2019 | Present |
| Unemployed | Dallas | TX | 10/2017 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-29 |
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