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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-23 |
Branch Locations
4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 07/2025 | Present |
| Truist Bank | Arlington | TN | 07/2024 | 07/2025 |
| Unemployed | Fort Worth | TX | 04/2025 | 06/2025 |
| Wintergreen Synthetic Grass | Fort Worth | TX | 02/2023 | 04/2025 |
| Unemployed | Fort Worth | TX | 02/2023 | 02/2023 |
| Liberty Tax | Grapveine | TX | 11/2022 | 02/2023 |
| Conquest | Fort Worth | TX | 09/2022 | 10/2022 |
| Unemployed | Fort Worth | TX | 09/2022 | 09/2022 |
| Quality Milk Services | Dallas | TX | 05/2022 | 09/2022 |
| Paycom | Grapevine | TX | 10/2021 | 04/2022 |
| Wells Fargo | Westlake | TX | 10/2018 | 11/2021 |
| Life Event | Hartford | SD | 07/2015 | 10/2018 |
| Conquest Healthcare Management | Fort Worth | TX | 09/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
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