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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • United States
540 W Madison St Ci Relationship Management, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 02/2025 | 01/2026 |
| Los Molcajetes | Roanoke | TX | 04/2021 | 08/2021 |
| V.R Eaton High School/ School | Haslet | TX | 08/2007 | 05/2020 |
| Waterproof | Dallas | TX | 12/2022 | Present |
| Whataburger | Haslet | TX | 02/2019 | 04/2020 |
| Posados | Fort Worth | TX | 04/2018 | 10/2018 |
| Mcmahon Contracting | Grande Prairie | TX | 03/2020 | 08/2020 |
| Saint Rocco'S | Dallas | TX | 08/2021 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2026 | Present |
| Fidelity Investments | Westlake | TX | 01/2026 | 06/2026 |
| Joey Restaurants | Dallas | TX | 12/2023 | 02/2024 |
| Fedex | Fort Worth | TX | 05/2021 | 07/2021 |
| Dallas Baptist University/School | Dallas | TX | 08/2020 | 12/2024 |
| Bank Of America, N.A. | Fort Worth | TX | 07/2026 | Present |
I*4772330 Entity Type: For Profit Name of OBA: Waterproof Address: Dallas, Texas, 75201 Investment Related: No Position, Title, Association: Employee Employee Start Date: 12/20/2022 Number of Hours: 8, Monthly Number of Hours during trading: 0 Duties: It is a food and beverage bar venue. To service guest food and beverage request and process related customer transactions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-01 |
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