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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | Dallas | TX | 06/2012 | 05/2017 |
| Behind Every Door Ministries | Dallas | TX | 05/2017 | 09/2020 |
| White Tee Consulting Llc | Dallas | TX | 09/2019 | 01/2021 |
| Ameriprise Financial Services, Llc. | Dallas | TX | 01/2021 | 03/2025 |
| Corient | Dallas | TX | 04/2025 | Present |
| Corient Services Llc | Miami | FL | 04/2025 | Present |
Other Business Activities; American Cancer Society; Board of Directors; Hill; Amanda K; Board Member; 210 N Hall St, Dallas, TX, 75226; Not Investment-Related; 08/31/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Children's Health Advisor Advocacy Alliance; Council of financial advisors gathered to provide guidance to non-profit hospital foundation on their fundraising efforts, increasing awareness and improving advisor engagement for their capital campaign. ; 2777 N. Stemmons Freeway, Suite 1700, Dallas, TX, 75207; Not Investment-Related; 08/31/2024; 1 to 9 during trading hours; 1 to 9 hours per month. Other Business Activities; The Dallas Foundation; Yes; 3000 Pegasus Park Dr. #930, Dallas, TX 75247; Collect and manage charitable funds to support non-profit organizations; RisingGENerosity Leadership Committee Member; 1/1/26; 2 hours per month; Leadership Committee Members help guide the direction of Rising GENerosity, including reviewing a handful of grant applications, sharing feedback on events and engagement opportunities, and helping strengthen connections among our members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-21 |
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