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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mcallen | TX | 03/2025 | Present |
| Idea Public Schools | Brownsville | TX | 08/2022 | 03/2025 |
| Promesa Public Schools | Brownsville | TX | 08/2018 | 08/2022 |
| University Of Texas Rio Grande Valley | Brownsville | TX | 02/2018 | 06/2018 |
| University Of Texas Rio Grande Valley | Brownsville | TX | 01/2017 | 01/2018 |
| University Of Texas Rio Grande Valley | Brownsville | TX | 08/2015 | 12/2019 |
| Bank Of America, N.A. | Mcallen | TX | 05/2025 | Present |
I*: 2340263 Name of the other business: Private Swimming Classes Whether the business is investment-related: No Address of the other business: Brownsville TX Your position: Swimming Instructor Start date of your relationship: May 2025 Approximate number of hours/month you devote to the other business: 40 hours per month Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Private swim instructor to local kids in a small and private group setting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
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