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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 07/2018 | Present |
| Loker Student Union | Carson | CA | 07/2017 | 06/2018 |
| Target Co. | Compton | CA | 09/2015 | 06/2018 |
| California State University Dominguez Hills | Carson | CA | 08/2016 | 05/2018 |
| Bank Of America, N.A. | San Antonio | TX | 01/2025 | Present |
Name of the other business G. and G. Living TrustWhether the business is investment-relatedIt is my living trust- personal useAddress of the other businessSan Antonio TXNature of the other businessIt is my living Trust Your positionTrusteeTitle, or relationship with the other businessOwner/TrusteeStart date of your relationship05/04/2023Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessNamed as trustee for my personal living trust, created to list my real property under trust to avoid probate in case of a passing Name of the other businessRental PropertyWhether the business is investment-relatedPersonal real estate investment property Address of the other businessSan Angelo TX Nature of the other businessReal estate- rental propertyYour positionownerTitle, or relationship with the other businessSole proprietor/ownerStart date of your relationship01-Jan-2023Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessOwner of property, contracted a property manager to manager the rental. I*1226277, Entity Type Entity For Profit, Name of OBA: Rental Property Address: San Angelo Texas 76904 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/01/2023No Hours: 10 hours No Hours during trading: 0 Duties: home owner for rental property I*2115267, Entity Type:, Name of OBA: Limitless Education Inc, Address: Compton, California, 90220, Investment Related: N, Position, Title, Association: Director, Employee State Date: 02/20/2020, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Assist and educate students about college readiness and guidance. Position is going to be as director to do outreach to schools for participation in conducting seminars for students
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
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