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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-21 |
Branch Locations
4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • United States
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 05/2021 | 05/2024 |
| Einstein Moving Company | Dallas | TX | 08/2019 | 05/2021 |
| Vssi | Fort Worth | TX | 07/2019 | 08/2019 |
| Prologistix | Fort Worth | TX | 01/2019 | 07/2019 |
| Taco Bell | Fort Worth | TX | 12/2018 | 02/2019 |
| Career Adventures | Shreveport | LA | 03/2018 | 04/2018 |
| Jean Simpson | Shreveport | LA | 07/2018 | 09/2018 |
| City Of Bossier | Bossier | LA | 07/2017 | 07/2018 |
| Vintage Realty | Shreveport | LA | 01/2017 | 07/2017 |
| Ups | Natchitoches | LA | 12/2016 | 01/2017 |
| Taco Bell | Natchitoches | LA | 08/2016 | 10/2016 |
| Northwestern State University | Natchitoches | LA | 08/2012 | 12/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2024 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 03/2025 | Present |
| Firefighting Finest Moving Storage | Fort Worth | TX | 04/2022 | 01/2025 |
| Johnnys Pizza House | Shreveport | LA | 11/2018 | 11/2018 |
| Bank Of America, N.A. | Fort Worth | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
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