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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 2018-01-19
  • TX RA
    APPROVED
    Since 2018-01-19

Branch Locations

13135 Dairy Ashford Rd, Sugar Land, TX 77478 • 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 Sugar Land TX 09/2017 Present
Texas A&M College Station TX 08/2013 08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 06/2017 09/2017
Bank Of America, N.A. Sugar Land TX 02/2018 Present
Other Businesses

I*1830269, Entity Type Entity For Profit, Name of OBA: Aggie Brother Rentals LLC Address: ArcolaTexas77583 Investment Related: No Position, Title, Association: Owner Employee Start Date:05/16/2024 No Hours: 20 yearly No Hours during trading: 0 Duties: Entity Invests in rental real estate properties currently including single family homes. I would be a part owner but have no specified responsibilities. I*2226274, Entity Type: Entity For Profit, Name of OBA: A Family Properties LLC, Address: Arcola, Texas, 77583, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 12/22/2024, No Hours: 1 Weekly, No Hours during Trading: 0, Duties: Part owner of rental properties - I do things like discussing business direction, fixing broken appliances or solving any issues tenants are having. I*373973, Entity Type Entity Charitable, Name of OBA: Sugar Land Rotary Club Address: Sugar Land Texas 77496 Investment Related: No Position, Title, Association: Officer Employee Start Date: 07/14/2021 No Hours: 5 Weekly No Hours during trading: 0 Duties: High level facilitation of all activities in this organization for the 2025-2026 year. Volunteering for Charity

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-18
  • S66 Uniform Combined State Law Examination
    2018-01-18

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