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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 2024-12-21
  • TX RA
    APPROVED
    Since 2024-12-21

Branch Locations

4200 Amon Carter Blvd Ci Relationship Management, 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 08/2024 Present
Texas Tech University Lubbock TX 08/2022 05/2024
Methodist Healthcare San Antonio TX 04/2021 08/2022
Taco Cabana San Antonio TX 05/2020 04/2021
Churchill Highschool San Antonio TX 08/2015 05/2020
Bank Of America, N.A. Fort Worth TX 03/2026 Present
  • 08/2024 → Present
    Fort Worth, TX
  • 08/2022 → 05/2024
    Texas Tech University
    Lubbock, TX
  • 04/2021 → 08/2022
    Methodist Healthcare
    San Antonio, TX
  • 05/2020 → 04/2021
    Taco Cabana
    San Antonio, TX
  • 08/2015 → 05/2020
    Churchill Highschool
    San Antonio, TX
  • 03/2026 → Present
    Bank Of America, N.A.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-19
  • S66 Uniform Combined State Law Examination
    2024-12-19

View on SEC IAPD

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