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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | New York | NY | 06/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 09/2023 | Present |
| Bank Of America, N.A. | Dallas | TX | 11/2023 | Present |
I*4969267, Entity Type: Entity For Profit, Name of OBA: MCBDA, LLC, Address: Dallas, Texas, 75214, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 08/17/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: This will be a sole member LLC, and I will be making the investment decisions for the LLC. My attorney will be acting as Registered Agent for the entity. I am setting up an LLC for liability and asset protection purposes, taxed as a disregarded entity, for private investments. I will be using this for my investment in the previously approved Texoma South Project. I have filed the LLC with the state and have been give the entity name, MCBDA, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-19 |
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