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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 08/2015 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Jackson | TX | 01/2019 | Present |
I*3334266 Entity Type: Fiduciary role Name of OBA: J. M. F. Address: Brazoria, Texas, 77422 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/22/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/ Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-16 |
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