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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 06/2025 | Present |
| Swig Drinks | San Antonio | TX | 02/2025 | 05/2025 |
| Morgans Camp | San Antonio | TX | 01/2024 | 05/2025 |
| Torres Financial Services | San Antonio | TX | 05/2024 | 08/2024 |
| Wendy's | San Antonio | TX | 02/2024 | 04/2024 |
| Novamex | El Paso | TX | 05/2023 | 08/2023 |
| Coronado Country Club | El Paso | TX | 05/2022 | 08/2022 |
| Corralito Steak House | El Paso | TX | 05/2021 | 08/2021 |
| El Paso Country Club | El Paso | TX | 05/2020 | 08/2020 |
| Bel Mar Pool | El Paso | TX | 05/2019 | 08/2019 |
| University Of The Incarnate Word | San Antonio | TX | 08/2023 | 05/2024 |
| University Of The Incarnate Word | San Antonio | TX | 08/2022 | 05/2023 |
| University Of The Incarnate Word | San Antonio | TX | 08/2021 | 05/2022 |
| Franklin High School | El Paso | TX | 08/2020 | 05/2021 |
| Franklin High School | El Paso | TX | 08/2019 | 05/2020 |
| Franklin High School | El Paso | TX | 08/2018 | 06/2019 |
| University Of The Incarnate Word | San Antonio | TX | 08/2024 | 05/2025 |
| Hornedo Middle School | El Paso | TX | 08/2015 | 07/2018 |
| Swbc Professional Employer Services | El Paso | TX | 05/2024 | 08/2024 |
| Emerge Inc | El Paso | TX | 02/2024 | 05/2024 |
| Tipp Distributors Inc | El Paso | TX | 05/2023 | 07/2023 |
I*: 2806308 Entity Type: Charitable Name of OBA: Morgan's Camp Address: San Antonio, TX 78261 Investment Related: No Position, Title, Association: Employee Employee Start Date: 09/06/2025 Number of Hours: 10 hrs wkly Number of Hours during trading: 0 Duties: In charge of camp activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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