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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
540 W Madison St Ci Relationship Management, Chicago, IL 60661 • United States
4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 01/2025 | Present |
| Unemployed | Ft. Worth | TX | 04/2024 | 12/2024 |
| Don Artemio | Ft. Worth | TX | 03/2023 | 04/2024 |
| Manny's | Dallas | TX | 05/2016 | 04/2023 |
| Bank Of America, N.A. | Fort Worth | TX | 04/2026 | Present |
I*: 2188267 Entity Type: For Profit Name of OBA: Los Carnales Address: Fort Worth, TX 76107 Investment Related: No Position, Title, Association: Parental support Employee Start Date: 5/22/2023 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: LLC created to overlook parents' checking account, manage parents' bills on their behalf while they live outside the country. Exhaustive list of activities include: paying utilities, paying mortgage, pay property taxes, deposit/withdraw from checking account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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