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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2023 | 05/2025 |
| Unemployed | Spring | TX | 05/2023 | 11/2023 |
| Bank Of America | The Woodlands | TX | 08/2015 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodlands | TX | 05/2025 | Present |
| Bank Of America, N.A. | The Woodlands | TX | 06/2025 | Present |
I*3758296, Entity Type: Entity For Profit, Name of OBA: YouTube/social media channel , Address: Spring, Texas, 77380, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 03/01/2026, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Content creation activities including recording, editing, and posting videos during personal time.My wife and I intend to create and post general lifestyle content on YouTube and social media, consisting of book reviews and personal discussions about life experiences (e.g., our journey and getting married later in life), habits, relationships, and meaning. We will not discuss investing, financial planning, taxes, credit, securities, financial products, or any investment-related topics. The channel will not be used for client solicitation, will not reference my employment, and will not be affiliated with or endorsed by Bank of America. The activity will be conducted entirely outside of Bank of America work hours, and without any Bank of America resources. No compensation is currently expected; however, potential future platform-based advertising revenue has been disclosed should it occur.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
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