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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-22 |
Branch Locations
5910 N Central Expy, Dallas, TX 75206 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Dallas | TX | 07/2019 | 11/2023 |
| Texas Christian University | Fort Worth | TX | 08/2016 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 04/2024 | Present |
| Unemployed | Dallas | TX | 12/2023 | 03/2024 |
| United Capital Financial Advisers L | Irving | TX | 08/2017 | 06/2019 |
| Bank Of America, N.A | Dallas | TX | 04/2024 | Present |
I*1789305, Entity Type: Entity for Profit, Name of OBA: Chansen Partners LLC, Address: Fort Worth, TX, 76107, Investment Related: No, Position, Title, Association: Owner, Employee Start Date:02/28/2020. No Hours: 0 hrs/yearly, No Hours during trading: 0, Duties: Owner of rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-12 |
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