Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-19
  • TX RA
    APPROVED
    Since 2025-11-19

Branch Locations

4040 S Cooper St, Arlington, TX 76015 • 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 08/2023 Present
Srg Homes Rockwall TX 03/2022 08/2023
Tmobile Arlington TX 01/2019 03/2022
Cost Plus Grand Prairie TX 08/2016 06/2017
Uta Arlington TX 08/2017 05/2018
Travel Grand Prairie TX 06/2018 12/2018
Omni Hotels Dallas TX 05/2023 07/2023
Fsr Holdings Grand Prairie TX 10/2021 08/2023
Self Employed Bedford TX 08/2023 03/2025
Bank Of America, N.A. Fort Worth TX 10/2025 Present
  • 08/2023 → Present
    Fort Worth, TX
  • 03/2022 → 08/2023
    Srg Homes
    Rockwall, TX
  • 01/2019 → 03/2022
    Tmobile
    Arlington, TX
  • 08/2016 → 06/2017
    Cost Plus
    Grand Prairie, TX
  • 08/2017 → 05/2018
    Uta
    Arlington, TX
  • 06/2018 → 12/2018
    Travel
    Grand Prairie, TX
  • 05/2023 → 07/2023
    Omni Hotels
    Dallas, TX
  • 10/2021 → 08/2023
    Fsr Holdings
    Grand Prairie, TX
  • 08/2023 → 03/2025
    Self Employed
    Bedford, TX
  • 10/2025 → Present
    Bank Of America, N.A.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-19
  • S66 Uniform Combined State Law Examination
    2025-11-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Arlington, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor