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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Corpus Christi | TX | 04/2019 | 11/2021 |
| Wells Fargo | Ingleside | TX | 10/2012 | 03/2019 |
| Mutual Of Omaha Insurance Company | Corpus Christi | TX | 04/2019 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Corpus Christi | TX | 11/2021 | Present |
I*584408 For profit or not for profit: Entity For Profit Name of outside business organization: Corpus Christi Caregiving LLC Investment related: N Address of business: Corpus Christi, Texas, 78413 Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 1/19/2021 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Hospice caregiving for elderly individuals. Help assist hospice patients with activities of daily living. Cornerstone - Start Date: 03/2021 - Hospice Caretaker- Certified Nurse Aide Line of Business - Hours per week: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-12 |
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