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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-02-04 |
Branch Locations
Round Rock, TX • United States
607 W 3Rd St, Austin, TX 78701 • United States
360 Hamilton Ave, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 11/2014 | Present |
| Bank Of America, N.A. | Houston | TX | 02/2015 | Present |
I*4367266, Entity Type: , Name of OBA: Rental Property 1, Address: Round Rock, Texas, 78665, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 04/10/2026, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*448684, Entity Type: Entity For Profit, Name of OBA: Kevin Coleman, Address: Round Rock, Texas, 78664, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 10/28/2020, No Hours: 8 Yearly, No Hours during Trading: 8 Yearly, Duties: show up and participate, sometimes still photos, sometimes video, Family activity for fun, but it is sometimes paid
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-03 |
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