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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 11/2020 | 10/2021 |
| Unemployed | Heath | TX | 06/2020 | 11/2020 |
| J.B. Hunt Transportation | Northlake | TX | 04/2019 | 06/2020 |
| Unemployed | Heath | TX | 08/2018 | 04/2019 |
| North Texas University | Denton | TX | 08/2014 | 08/2018 |
| Fidelity Investments | Westlake | TX | 10/2021 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 03/2023 | Present |
| Bank Of America N.A. | Dallas | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-30 |
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