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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-26 |
Branch Locations
1803 Broadway St, San Antonio, TX 78215 • United States
17802 W Interstate 10, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Antonio | TX | 08/2015 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 11/2017 | Present |
| Bank Of America, N.A. | San Antonio | TX | 02/2018 | Present |
I*113868 For profit or not for profit: For-Profit Organization Name of outside business organization: Door Dash Investment related: No Address of business: San Francisco, California Nature of business: LLC Start date of relationship: 5/5/2018 Number of hours devoted: 16 hours Monthly Number of hours devoted during trading hours: 0 Duties: Role will be a driver that delivers ordered food items to customers locations. I*: 2287294 Entity Type: Charitable Organization Name of OBA: Kappa Alpha Psi Fraternity, Inc. Address: San Antonio, TX 78203 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 6/1/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Serve on the Board of Directors to discuss and approve chapter initiatives to service the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-06 |
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