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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 01/2017 | Present |
| Southlake Carroll Lacrosse Association | Southlake | TX | 01/2016 | 02/2017 |
| Bank Of America, N.A. | Southlake | TX | 06/2017 | Present |
I*1728298Entity CharitableName of OBA: Dragon ClassicAddress: Southlake, Texas, 76092Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 02/26/2024No Hours: 2No Hours during trading: 2Duties:Help plan an annual golf tournament to benefit CISD
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-25 |
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