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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 04/2019 | 03/2024 |
| Bank Of America | Fort Worth | TX | 08/2010 | 04/2019 |
| Bank Of America, N.A. | Fort Worth | TX | 05/2019 | 03/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2024 | Present |
1) Notary | Investment Related:No|Other|Notary Public |8/17/2026|Less than 20|0|Providing notary services for those who need it
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-14 |
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