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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
5701 Colleyville Blvd, Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Wesstlake | TX | 04/2024 | 03/2026 |
| Unemployed | Haset | TX | 01/2024 | 04/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2019 | 01/2024 |
| Lixil/ American Standard | Dallas | TX | 09/2018 | 02/2019 |
| Liberty Mutual Insurance | Plano | TX | 05/2017 | 09/2018 |
| Bank Of America | Trophy Club | TX | 01/2011 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 03/2026 | Present |
| Bank Of America, N.A. | Fort Worth | TX | 05/2026 | Present |
I*4299266 Entity Type: Charitable Name of OBA: The American Legion Department of Texas Address: Bedford, Texas, 76021 Investment Related: No Position, Title, Association: Board Member, Officer Employee Start Date: 07/01/2024 Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: Military Non-Profit Fraternal Organization Elected 1st Division Judge Advocate for the 1st Division (North East TX Region). Act as a SME as needed to help District Officers within the Division interpret Organization Constitution and Bylaws as needed as well as Roberts Rules of Order.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
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