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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 09/2024 | Present |
| Sci Texas Funeral Services | Katy | TX | 03/2024 | 05/2024 |
| University Of Saint Thomas | Houston | TX | 08/2015 | 05/2018 |
| Russell And Smith Ford | Houston | TX | 05/2018 | 12/2018 |
| Lucas Group | Houston | TX | 01/2019 | 05/2019 |
| Tulane University | New Orleans | LA | 05/2019 | 08/2020 |
| Real Estate Agent | Houston | TX | 09/2020 | 09/2022 |
| United Healthcare | Houston | TX | 09/2022 | 10/2023 |
| Unemployed | Houston | TX | 11/2023 | 03/2024 |
| Texas A&M University System | Houston | TX | 05/2024 | 09/2024 |
| Bank Of America, N.A. | Houston | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-09 |
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