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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 01/2020 | 04/2020 |
| Rbc | New York City | NY | 06/2019 | 08/2019 |
| Copper Run Capital Llc | Columbus | OH | 05/2018 | 05/2019 |
| Lynq | New York City | NY | 06/2017 | 09/2017 |
| The Ohio State University | Columbus | OH | 06/2016 | 12/2019 |
| Ubs Securities Llc | New York City | NY | 07/2020 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Forney | TX | 12/2023 | Present |
| Self Employed | Dallas | TX | 10/2022 | 10/2023 |
| Bank Of America N.A. | Forney | TX | 02/2024 | Present |
Social Venture Partners DallasI*17943001~Entity Type: Non profit2~ Name of OBA: Social Venture Partners Dallas3~Address: Dallas Texas 752474~Investment Related: no5~Position, Title, Association: D J Residency Member / SVP Partner6~Employee Start Date: September 20237~No Hours: 6 hrs / month, strictly after work hours and on weekends8~No Hours during trading: 6 hrs / month 9~Duties: Learn about philanthropy and the struggles dallas faces as a community. A small portion of my program here is to help a non profit by evaluating their operations and mission. We provide an analysis of their strengths, weaknesses, opportunities, and threats. No financial advice is provided, no investment advice is provided. I*2385295, Entity Type: Entity Charitable, Name of OBA: philanthropy kids, Address: dallas, Texas, 75201, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 05/01/2025, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Provide guidance and regular consultation on the impact factory program operations. Impact factory program is a young adult / teen program aimed to help educate individual on the nonprofit entrepreneurial landscape through mentorship. My position on the council will be to oversee the mentors and the operations of the mentorship program. This will not include any financial advice or guidance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
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