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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-06 |
Branch Locations
1101 S Josey Ln, Carrollton, TX 75006 • United States
2210 N Coit Rd, Richardson, TX 75080 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richardson | TX | 09/2018 | Present |
| First National Bank Texas | Denton | TX | 03/2017 | 09/2018 |
| Snelling | Denton | TX | 03/2017 | 03/2017 |
| Unemployed | Denton | TX | 12/2016 | 02/2017 |
| Frito Lay | Carrollton | TX | 09/2016 | 01/2017 |
| Officemax | Richardson | TX | 09/2016 | 11/2016 |
| Readerlink | Denton | TX | 02/2017 | 04/2017 |
| Bank Of America, N.A. | Richardson | TX | 12/2024 | Present |
I*: 2082262 Type of Entity: 2Entity For Profit Name: Alexander Legacy Group LLC Investment related: No. Location: Denton Texas Nature of business: real estate investment, property management Title: member Start: 06/2023 Approximate hours devoted monthly: 2 Hours devoted during trading hours: 0 Duties: assisting with basic upkeep of rental properties/ general property management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-29 |
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