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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-08 |
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 | 04/2016 | Present |
| Bank Of America, N.A. | South Lake | TX | 06/2016 | Present |
I*1048334For profit or not for profit: Entity For ProfitName of outside business organization: MYOFB, LLCInvestment related: NAddress of business: Fort Worth, Texas, 76110Nature of business: ["Limited Liability Company"]Position, title, association: ["Other"], Start date of relationship: 12/16/2021Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Member of the LLC.other member is my husband., This LLC was set up for estate planning purposes to hold a piece of property that does not generate income and is not an investment. it is a small piece of property that my husband uses as a workshop. The property was acquired in january 2021. At that timI*2453290, Entity Type: Entity Charitable, Name of OBA: The Dallas Foundation, Address: Dallas, Texas, 75247, Investment Related: N, Position, Title, Association: Other, Employee State Date: 06/02/2025, No Hours: 8 Yearly, No Hours during Trading: 4 Yearly, Duties: Advisory council for The Dallas Foundation. 2 meetings per year plus a social activity as a group. Meet to discuss The Dallas Foundation and connect professionally. I*456162 Entity Type: For Profit Name of OBA:Family Farm Address:Alexander Texas Investment Related:No Position, Title, Association:Owner Start Date:11/01/2011 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Family land ownership. None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-05 |
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