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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-22 |
Branch Locations
2100 Ross Ave Ci Client Management, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte | Denver | CO | 07/2021 | 08/2024 |
| Curesupport | Las Vegas | NV | 06/2020 | 08/2020 |
| University Of Denver | Denver | CO | 08/2020 | 06/2021 |
| Cfc Associate | Denver | CO | 08/2019 | 06/2020 |
| University Of Denver | Denver | CO | 09/2018 | 08/2019 |
| Church Of Jesus Christ Of Latter Day Saints | Mcallen | TX | 05/2015 | 06/2017 |
| Fisher Investments | Dallas | TX | 09/2024 | 03/2025 |
| Brigham Young University | Rexburg | ID | 09/2017 | 04/2018 |
| Nevada Ready Mix | Las Vegas | NV | 05/2018 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 09/2025 | Present |
| King Proppants | Dallas | TX | 03/2025 | 09/2025 |
| Bank Of America, N.A. | Dallas | TX | 12/2025 | Present |
I*4052275, Entity Type: , Name of OBA: Rental Property 1, Address: Denver, Colorado, 80204, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 08/12/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4052276, Entity Type: , Name of OBA: Rental Property 2, Address: Denver, Colorado, 80211, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 10/10/2023, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-16 |
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