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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-11 |
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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 10/2020 | 05/2024 |
| Il Calabrese | Southlake | TX | 10/2016 | 12/2016 |
| Fry St Public House | Denton | TX | 09/2016 | 09/2020 |
| Charles Schwab And Co., Inc. | Omaha | NE | 01/2024 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2025 | Present |
| Bank Of America, N.A. | Fort Worth | TX | 08/2025 | Present |
I*2635269, Entity Type, Name of OBA: Grace Address: GrapevineTexas76099Investment Related: NoPosition, Title, Association: auction committee Employee Start Date: 07/26/2025No Hours: 2 weekly No Hours during trading: 1 weekly Duties: I would be joining the auction committee. We will be in charge of obtaining in-kind donation items from businesses and individuals to auction at the Grace Gala on November 15th. The goal is to raise money to better enable Grace to better its community by helping low income families get back on their feet.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-10 |
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