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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-27 |
Branch Locations
5636 Lemmon Ave, Dallas, TX 75209 • United States
7515 Greenville Ave, Dallas, TX 75231 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
5500 Preston Rd, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2020 | 08/2020 |
| Fidelity Investments | Westlake | TX | 05/2019 | 05/2019 |
| Kindred Homes | Southlake | TX | 06/2018 | 12/2018 |
| Meat U Anywhere Bbq | Trophy Club | TX | 12/2017 | 05/2018 |
| Hardeight Bbq | Roanoke | TX | 01/2016 | 12/2017 |
| Texas Lutheran University | Seguin | TX | 08/2017 | 12/2017 |
| Tarrant County Community College | Hurst | TX | 01/2018 | 06/2018 |
| University Of Mississippi | Oxford | MS | 08/2018 | 05/2021 |
| Byron Nelson High School | Trophy Club | TX | 08/2014 | 06/2017 |
| Fidelity Investments | Westlake | TX | 05/2021 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 02/2023 | Present |
| Bank Of America, N.A. | Dallas | TX | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-22 |
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