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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-23 |
Branch Locations
301 Commerce St, Fort Worth, TX 76102 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Dallas | TX | 06/2007 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2009 | Present |
I*80822FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CRESCENT SCHOLARSHIP FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:FT. WORTH, TEXAS 76102NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 5/18/2015NUMBER OF HOURS DEVOTED: 3 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PART OF A 4 PERSON COMMITTEE TO EVALUATE SCHOLARSHIP APPLICATIONS AND DECISION DISTRIBTUIONS TO STUDENTS FOR APPROVED EDCUATIONAL PROGRAMS (GENERALLY 4 YEAR COLLAGE). I*: 2130272 Entity Type: Entity Charitable Name of OBA: Fort Worth Bible Church Address: Fort Worth, TX 76109 Investment Related: n Position, Title, Association: Committee Employee Start Date: 01/01/2025 No Hours: 4 hr/week No Hours during trading:0 Duties: Faith-based/worship community. Role is Volunteer Chair of Finance Committee, helping to oversee the financial health and stewardship of the Church. Includes collaboration with staff and Elder Board on budgeting, financial reporting, and oversight/controls. Reports to the Elder Board, and works in conjunction with Finance Committee of 3 to 5 other volunteer members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
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