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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Y2K Financial Llc | Frisco | TX | 06/2020 | Present |
| Bank Of America, Na | Plano | TX | 01/2020 | Present |
| Pegasystems Inc. | Cambridge | MA | 09/2011 | 01/2020 |
2020-Present: Bank of America, NA/Not Investment Related/Plano, TX/Financial Institution/Systems Architect/Software Development/Involves 70% time each month during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-31 |
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