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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
15800 Champion Forest Drive, Spring, TX 77379 • United States
13105 Louetta Road, Cypress, TX 77429 • United States
4161 Fm 1960 West, Houston, TX 77068 • 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 | 03/2016 | 08/2022 |
| Bank Of America, N.A. | Houston | TX | 08/2016 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 08/2022 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 03/2024 | 07/2025 |
| Bank Of America, N.A. | Houston | TX | 08/2024 | 07/2025 |
| Pnc Investments Llc | Tomball | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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