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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-17 |
Branch Locations
6034 West Courtyard Drive Suite 305, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zachry Publication | Abilene | TX | 07/2014 | 06/2018 |
| Abilene Performing Arts Co | Abilene | TX | 08/2012 | 05/2020 |
| Hardin-Simmons University | Abilene | TX | 09/2015 | 05/2020 |
| Zachry Publications | Abilene | TX | 01/2019 | 06/2020 |
| Equitable Advisors | New York | NY | 07/2020 | 10/2022 |
| Young Professionals At Hardin-Simmons University | Abilene | TX | 06/2018 | 06/2020 |
| Hardin-Simmons University | Abilene | TX | 01/2017 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2022 | 12/2024 |
| Bank Of America N.A. | Austin | TX | 02/2024 | 12/2024 |
| Raymond James & Associates | Austin | TX | 12/2024 | Present |
| Doordash | Austin | TX | 10/2022 | Present |
(1)Name of Business: RCL Essentials Address: 11217 Midbury Ct, Austin, TX, 78748, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/25/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner, and sole proprietor. All the responsibilities are my responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-03 |
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