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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-10 |
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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-09 |
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