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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • United States
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2021 | 01/2023 |
| Cigna Healthcare | Denison | TX | 02/2001 | 05/2021 |
| Bank Of America/Merrill Lynch | Flower Mound | TX | 01/2023 | 07/2024 |
| Tapfin/Ey | Dallas | TX | 06/2025 | 10/2025 |
| Unemployed | Flower Mound | TX | 04/2025 | 06/2025 |
| Unemployed | The Colony | TX | 07/2021 | 09/2021 |
| Wentworth Wealth Management | Frisco | TX | 05/2021 | 07/2021 |
| Frenzel Cpa | Highland Village | TX | 07/2024 | 03/2025 |
| Reinfuze | Lewisville | TX | 03/2025 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 10/2025 | Present |
| Lowes | Sherman | TX | 02/2021 | 02/2021 |
| Belk, Inc. | Sherman | TX | 08/2018 | 09/2018 |
| Bank Of America, N.A. | Fort Worth | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-09 |
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