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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 11/2015 | Present |
| Bank Of America, N.A. | Houston | TX | 02/2026 | Present |
Name of the other businessA N Whether the business is investment-relatedNo; banking account. Address of the other businessHouston, Texas Nature of the other businessFinancial Institution Your positionAgent Title, or relationship with the other businessPOA Start date of your relationship15-Oct-2022 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessListed POA to family member bank account in case of emergencies. Name of the other businessU N Whether the business is investment-relatedNo; banking account. Address of the other businessHouston, Texas Nature of the other businessFinancial Institution Your positionAgent Title, or relationship with the other businessPOA Start date of your relationship08/2024 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessListed POA to family member bank account in case of emergencies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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