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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-10
  • TX RA
    APPROVED
    Since 2025-09-10

Branch Locations

4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 05/2025 Present
Larry's Giant Subs Athens GA 01/2023 05/2025
Alm First Financial Advisors Dallas TX 05/2024 08/2024
Alm First Financial Advisors Dallas TX 06/2023 08/2023
Pokey O's Cookies & Ice Cream Dallas TX 08/2020 05/2025
J.L. Long Middle School Dallas TX 06/2015 06/2017
Woodrow Wilson High School Dallas TX 08/2017 06/2021
University Of Georgia Athens GA 08/2021 05/2025
  • 05/2025 → Present
    Fort Worth, TX
  • 01/2023 → 05/2025
    Larry's Giant Subs
    Athens, GA
  • 05/2024 → 08/2024
    Alm First Financial Advisors
    Dallas, TX
  • 06/2023 → 08/2023
    Alm First Financial Advisors
    Dallas, TX
  • 08/2020 → 05/2025
    Pokey O's Cookies & Ice Cream
    Dallas, TX
  • 06/2015 → 06/2017
    J.L. Long Middle School
    Dallas, TX
  • 08/2017 → 06/2021
    Woodrow Wilson High School
    Dallas, TX
  • 08/2021 → 05/2025
    University Of Georgia
    Athens, GA
Other Businesses

I*3034291, Entity Type: Entity For Profit, Name of OBA: Pokey O's Cookies and Ice Cream, Address: Dallas, Texas, 75205, Investment Related: N, Position, Title, Association: Other, Employee State Date: 10/25/2025, No Hours: 5.5 Yearly, No Hours during Trading: 0 Yearly, Duties: Serving cookies and ice cream, The owner of the company asked me to do a catering for the company on Saturday October 25th from 3:30 to 9pm. I used to work here in high school

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-10
  • S66 Uniform Combined State Law Examination
    2025-09-10

View on SEC IAPD

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