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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Houston | TX | 05/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 06/2023 | Present |
I*2255265, Entity Type: , Name of OBA: MLPF& S CUST FPO O G L IRA FBO O G L , Address: BAYTOWN, Texas, 77521, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 24-Mar-2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-22 |
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