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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-13 |
Branch Locations
1803 Broadway St, San Antonio, TX 78215 • United States
607 W 3Rd St, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 05/2008 | Present |
| Bank Of America, N.A. | Austin | TX | 05/2008 | Present |
I*125517 For profit or not for profit: Non-Profit Organization Name of outside business organization: Barton Springs Conservancy Investment related: Address of business: Austin, Texas 78701 Nature of business: Charitable Organization, Compensation for Activity: Position, title, association: Participant, Start date of relationship: 1/2020 Number of hours devoted: 5 hour(s) Quarterly Number of hours devoted during trading hours: 3 Duties: Board member assisting with fundraising efforts and providing input on strategic planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-12 |
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