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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 2025-02-04
  • TX RA
    APPROVED
    Since 2025-02-04

Branch Locations

5403 De Zavala Rd, San Antonio, TX 78249 • 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 San Antonio TX 11/2020 Present
Systems & Methods, Inc. San Antonio TX 08/2016 05/2017
Aetna Insurance San Antonio TX 09/2017 09/2018
Texas Regional Bank San Antonio TX 11/2018 10/2020
Bank Of America San Antonio TX 11/2020 11/2024
N/A N/A TX 05/2017 09/2017
Wells Fargo Na San Antonio TX 11/2018 11/2018
Gc Services Powered By Intelogix San Antonio TX 07/2017 08/2017
Bank Of America, N.A. San Antonio TX 01/2025 Present
  • 11/2020 → Present
    San Antonio, TX
  • 08/2016 → 05/2017
    Systems & Methods, Inc.
    San Antonio, TX
  • 09/2017 → 09/2018
    Aetna Insurance
    San Antonio, TX
  • 11/2018 → 10/2020
    Texas Regional Bank
    San Antonio, TX
  • 11/2020 → 11/2024
    Bank Of America
    San Antonio, TX
  • 05/2017 → 09/2017
    N/A
    N/A, TX
  • 11/2018 → 11/2018
    Wells Fargo Na
    San Antonio, TX
  • 07/2017 → 08/2017
    Gc Services Powered By Intelogix
    San Antonio, TX
  • 01/2025 → Present
    Bank Of America, N.A.
    San Antonio, TX
Other Businesses

I*1307253, Entity Type Entity For Profit, Name of OBA: Portillo Entertainment LLC Address: SAN ANTONIO Texas 78259 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/18/2023No Hours: 10 hours weekly No Hours during trading: 0 Duties: Owner and operator of photo booth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
  • S66 Uniform Combined State Law Examination
    2025-02-03

View on SEC IAPD

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