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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-25 |
Branch Locations
13355 Noel Rd, Dallas, TX 75240 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 02/2018 | 01/2022 |
| J.P. Morgan Securities Llc | Dallas | TX | 02/2021 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2018 | 08/2018 |
| Bank Of America | Dallas | TX | 06/2018 | 08/2018 |
| Chipotle Mexican Grill | Dallas | TX | 01/2016 | 12/2017 |
| Unemployed | Dallas | TX | 01/2018 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 01/2022 | Present |
| The University Of Texas At Dallas | Richardson | TX | 08/2017 | 05/2020 |
I*1023284For profit or not for profit: Entity For ProfitName of outside business organization: Focus Group by Schlesinger GroupInvestment related: NAddress of business: Iselin, New Jersey, 08330Nature of business: ["Corporation"]Position, title, association: ["Other"], Start date of relationship: 10/10/2022Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I will be participating in surveys designed for my demographic group, They will be emailing me surveys and studies to complete for compensation. I*1639258, Entity Type:Entity For Profit, Name of OBA: Lanza Photography Address:Dallas, TX 75231 Investment Related:No Position, Title, Association:Owner Employee Start Date: 12/15/2023 No Hours: 10 weekly. No Hours during trading: Duties:I am the owner of Lanza Photography. I will do freelance work as a photographer/videographer that will provide portraits & event media services to individuals and businesses. I*3123291Entity Type: N/AName of OBA:Rental Property 1Address:Dallas TexasInvestment Related:NoPosition, Title, Association:Sole ownerStart Date:11/03/2025No Hours: 0 MonthlyNo Hours during trading:0 MonthlyDuties:N/A I*4316265, Entity Type: Entity For Profit, Name of OBA: R L Photography & Films LLC, Address: Garland, Texas, 75042, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 04/06/2026, No Hours: 15 Weekly, No Hours during Trading: 0 Weekly, Duties: I'm the photographer/videographer for weddings & quinces, Event photography & videography business on the weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-21 |
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