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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 11/2012 | Present |
| Bank Of America, N.A. | Southlake | TX | 11/2015 | Present |
I*1779285, Entity Type: Charitable, Name of OBA Three Kings Properties LLC Address: DENTON, TX 76210 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date:02/23/2023 No Hours: 1 hr annually No Hours during trading: 0 Duties: Holds rental property I*: 2498304 Entity Type: Fiduciary role Name of OBA: 2025 Trust FBO C. A. K. Address: Denton, TX 76210 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/28/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee for parent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-22 |
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