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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-10
  • TX RA
    APPROVED
    Since 2021-08-10

Branch Locations

601 State St, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 06/2016 Present
The Office Of Congressman Louie Gohmert Washington Dc DC 06/2019 08/2019
Baylor Athletics Waco TX 08/2019 03/2020
Full Time Student Roanoke TX 07/2010 06/2019
Baylor University Waco TX 08/2016 Present
Bank Of America, N.A. Southlake TX 12/2021 Present
  • 06/2016 → Present
    Southlake, TX
  • 06/2019 → 08/2019
    The Office Of Congressman Louie Gohmert
    Washington Dc, DC
  • 08/2019 → 03/2020
    Baylor Athletics
    Waco, TX
  • 07/2010 → 06/2019
    Full Time Student
    Roanoke, TX
  • 08/2016 → Present
    Baylor University
    Waco, TX
  • 12/2021 → Present
    Bank Of America, N.A.
    Southlake, TX
Other Businesses

I*845238For profit or not for profit: Entity For ProfitName of outside business organization: World Fuel Management Inc.Investment related: NAddress of business: Dallas, Texas, 75229Nature of business: ["Corporation"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 5/12/2022Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Manager I*1466253 Entity Charitable Name of OBA: Phi Gamma Delta Kappa Chapter Address: Waco, Texas, 76706 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/01/2023 No Hours: 2 No Hours during trading: 0 Duties: The Board of Chapter Advisors (BAC) is comprised of alumni from the Kappa chapter of Phi Gamma Delta. The Purpose of the BAC is to guide the chapter by meeting with the cabinet and the University. As a member of the BAC my roll will be to work with the chapter on education and scholarship opportunities from Baylor University. Adding that I will be advising the Kappa chapter with general advice (what are CDs, FDIC, etc.) Part of my requested new roll will be to be a signer on a bank account. The account has 3-4 signers on it typically and must receive approval from the chapter and Baylor University for funds to be distributed. Baylor University, Phi Gamma Delta Nationals and the members of the chapter all are able to monitor how funds are used and distributed. From an advisor stand point, adding me on as a signer is another level of security so that if the account is compromised I am able to lock it and work with their local bank to re secure the account.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-09
  • S66 Uniform Combined State Law Examination
    2021-08-09

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