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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 01/2014 | Present |
| Bank Of America, N.A. | Austin | TX | 10/2017 | Present |
I*2001319, Entity Type:Education, Name of OBA: Round Rock Independent School District Address:Round Rock, TX 78665 Investment Related: No Position, Title, Association: Advisory Board Member Employee Start Date:9/17/2024 No Hours: 2 hrs qtr No Hours during trading: Duties:The Advisory Board has three zoom calls a year with the first being at 8:00 a.m. on Tuesday, September 17, 2024. The Advisory Board helps inform teachers and students on industry information for their Academy field of Study. This one being Finance with the students graduating with an industry based certification for Accounting. Our first meeting will be to develop one important goal for the year that is student centered. I met with some of our student ambassadors last week to get an idea of what they may want us to offer them such as job shadowing or special workshops.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-19 |
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