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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-31 |
Branch Locations
3700 N Capital Of Texas Hwy, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 08/2025 | Present |
| Bank Of America, N.A. | Austin | TX | 10/2025 | Present |
I*: 2834288 Entity Type: Charitable Name of OBA: Rock Squirrel RP MGA Address: Austin, TX 78730 Investment Related: No Position, Title, Association: Volunteer organizer Employee Start Date: 9/9/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: coordinating a year end banquet I*: 2836264 Entity Type: Fiduciary role Name of OBA: J. G. L. Revocable Living Trust Address: Dallas, Texas, 75252, Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 9/9/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Co-Trustee for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-03 |
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