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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-12 |
Branch Locations
711 Louisiana Street 15Th Floor, Houston, TX 77002 • United States
Friendswood, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 09/2007 | 04/2021 |
| Bank Of America,Na | Dallas | TX | 11/2009 | 04/2021 |
| Oppenheimer & Co, Inc | Houston | TX | 05/2021 | Present |
1.I INHERITED A TRUST FROM MY MOTHER THE TRUST DOES HOLD SECURITIES & REAL ESTATE ADDRESS:IS MY RESIDENCE. I SPEND 1 HOUR A MONTH WORKING ON THE TRUST. 2.TTEE OF L&D FAMILY TRUST, INVESTMENT RELATED. LEGAL ADDRESS OF THE TRUST IS MY LEGAL RESIDENCE. APPOINTED TO TTEE BY MY MOTHER ON MAY 15, 2014. HOURSE OBLIGATED LESS THAN 1 PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-20 |
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