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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-30 |
Branch Locations
12400 North Fwy Ci Client Management, Houston, TX 77060 • United States
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 07/2015 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2022 | Present |
| Bank Of America, N.A. | Houston | TX | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-28 |
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