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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Bank | Houston | TX | 08/2011 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 06/2023 | Present |
| Bank Of America, N.A. | Houston | TX | 07/2023 | Present |
I*1376263 For profit or not for profit: Entity For Profit Name of outside business organization: DAP Properties LLC Investment related: N Address of business: Houston, TX, 77024, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 1/1/2022 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Entity is fully owned by my wife., Entity holds a vacation property in Colorado that is rented during winter time. This generates some income to cover property expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-11 |
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