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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 07/2019 | 09/2025 |
| St. Thomas Episcopal School | San Antonio | TX | 12/2017 | 07/2019 |
| Substitute Teacher | San Antonio | TX | 09/2017 | 06/2018 |
| Jackson Hewitt | San Antonio | TX | 03/2017 | 01/2018 |
| Unemployed | San Antonio | TX | 08/2013 | 03/2017 |
| Bank Of America, N.A. | San Antonio | TX | 03/2022 | 09/2025 |
| Morgan Stanley Smith Barney Llc | San Antonio | CA | 09/2025 | Present |
(1) 661941 - Fog Nozzle LLC / Investment Related / Twin Falls, ID / Recycled paper bailing / Officer / Start 01-October-2022 / During business hours: 0 / After business hours: 1 / Accounting, Bookkeeping. (2) 661944 - Making Lemons LLC / Investment Related / San Antonio, TX / Holding company for rental property / Officer / 01-January-2024 / During business hours: 0 / After business hours: 1 / Accounting, Bookkeeping. (3) 661939 - Black Hat Collective LLC / Investment Related / San Antonio, TX / Search and Rescue Operations / Officer / Start 01-September-2025 / During business hours: 0 / After business hours: 3 / Accounting, Bookkeeping. (4) 664099 - Lone Star Response Team / Not Investment Related / San Antonio, TX / Civic, Community / Board Member, Finance Committee / Start 30-September-2025 / During business hours: 0 / After business hours: 5 / Accounting, Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-11 |
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