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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-19 |
Branch Locations
4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • 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 | Fort Worth | TX | 01/2025 | Present |
| Texas Regional Bank | Southlake | TX | 08/2024 | 01/2025 |
| Texas Regional Bank | Denton | TX | 07/2022 | 08/2024 |
| Kumon | Addison | TX | 03/2021 | 07/2022 |
| Pho V Noodle House | Bedford | TX | 01/2020 | 08/2021 |
| Dicks Sporting Goods | Euless | TX | 10/2019 | 01/2020 |
| Urban Air Adventure Park | Bedford | TX | 07/2018 | 02/2019 |
| University Or North Texas | Denton | TX | 08/2020 | 05/2024 |
| Trinity High School | Euless | TX | 08/2017 | 05/2020 |
| Euless Junior High | Euless | TX | 08/2014 | 05/2017 |
| Abercrombie | Hurst | TX | 08/2019 | 11/2019 |
| Rex Vu | Bedford | TX | 01/2020 | 08/2021 |
| Bank Of America, N.A. | Fort Worth | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
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