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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
800 Capitol Street Suite 3550, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2020 | 11/2021 |
| Meservey Financial Group | Lagrange | TX | 06/2017 | 08/2017 |
| Merrill Lynch | Houston | TX | 06/2019 | 08/2019 |
| U.S. State Department | Washington D.C. | DC | 09/2019 | 12/2019 |
| Baylor University | Waco | TX | 08/2016 | 05/2020 |
| Lpl Financial Llc | Houston | TX | 02/2022 | 03/2023 |
| Zions Bank | Houston | TX | 01/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 03/2023 | 08/2024 |
| Pnc Financial Services Group Inc | Houston | TX | 01/2022 | 01/2022 |
| Texas A&M Law School | College Station | TX | 06/2021 | 12/2022 |
| Bank Of America, N.A. | Houston | TX | 03/2023 | 08/2024 |
| Bernstein | Houston | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
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