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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
101 N Us Highway 281, Marble Falls, TX 78654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marble Falls | TX | 10/2024 | Present |
| Cadence Bank | Marble Falls | TX | 08/2022 | 10/2024 |
| Texan Water | Fredericksburg | TX | 08/2019 | 09/2021 |
| Us Army | Killeen | TX | 06/2013 | 06/2019 |
| Utsa | San Antonio | TX | 09/2021 | 05/2024 |
| Bank Of America, N.A. | Marble Falls | TX | 09/2025 | Present |
I*2068279, Entity Type: Entity For Profit, Name of OBA: 830 Revival LLC, Address: Burnet, Texas, 78611, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Owner, Employee State Date: 05/21/2024, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Purpose of the entity is to provide interior design and project management services for residential and commercial real estate in the Marble Falls area. This is a very small passion project where we only take on a couple of projects at a time. I handle larger business strategy and financial transactions (typically only requires a few hours of my time on the weekends) while my sister handles the day to day operations. I*4554268 Entity Type: Entity Charitable Name of OBA: Shady Grove Elementary PTO Address: Burnet, Texas, 78611 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/12/2026 Number of Hours: 30, Yearly Number of Hours during trading: 0, Yearly Duties: Their mission is to enrich the educational experience for Shady Grove Elementary students by fostering close relationships with the teachers and parent/guardians. The official title for the open board spot they would like me to fill is "Fundraising & Hospitality Coordinator". Primary responsibilities include event planning and coordinating for moral days for the teachers and the students. I have verified that this role has no access to funds or ability to handle or make decisions about funds in any capacity. As the role pertains to fundraising, responsibilities would be marketing to teachers/parents about the fundraiser plans that the school decides on and the board implements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
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