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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-27
  • TX RA
    APPROVED
    Since 2026-04-27

Branch Locations

4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 04/2022 Present
Asurion/Assurant Mesquite TX 10/2021 04/2022
Unemployed Mesquite TX 01/2018 05/2018
Sprint Mesquite TX 04/2017 12/2017
Clay Cooley Volkswagen Richardson TX 02/2017 03/2017
Unemployed Mesquite TX 09/2016 01/2017
Asurion Mesquite TX 05/2018 10/2021
  • 04/2022 → Present
    Fort Worth, TX
  • 10/2021 → 04/2022
    Asurion/Assurant
    Mesquite, TX
  • 01/2018 → 05/2018
    Unemployed
    Mesquite, TX
  • 04/2017 → 12/2017
    Sprint
    Mesquite, TX
  • 02/2017 → 03/2017
    Clay Cooley Volkswagen
    Richardson, TX
  • 09/2016 → 01/2017
    Unemployed
    Mesquite, TX
  • 05/2018 → 10/2021
    Asurion
    Mesquite, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-22
  • S66 Uniform Combined State Law Examination
    2026-04-22

View on SEC IAPD

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