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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-11 |
| WA | RA | APPROVED | 2015-09-28 |
Branch Locations
800 Capitol St, Houston, TX 77002 • United States
1803 Broadway St, San Antonio, TX 78215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 09/2015 | Present |
| Bank Of America, N.A. | Seattle | WA | 09/2015 | Present |
I*: 2414258 Entity Type: Charitable Name of OBA: Posse Houston Advisory Board Address: Houston, TX 77019 Investment Related: No Position, Title, Association: Board member Employee Start Date: 4/29/2025 Number of Hours: 8 hrs annually Number of Hours during trading: 6 hrs annually Duties: Driving community engagement (volunteering, fundraising, partnerships, etc)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
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