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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
1 Cowboys Way, Frisco, TX 75034 • United States
4751 S Hulen St, Fort Worth, TX 76132 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Fort Worth | TX | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 04/2026 | Present |
| Chick Fil A | Fort Worth | TX | 02/2017 | 03/2018 |
| La Hacienda Buffett | Fort Worth | TX | 03/2018 | 02/2021 |
| Jp Morgan Chase Bank | Fort Worth | TX | 07/2019 | 01/2023 |
| Bank Of America | Fort Worth | TX | 01/2023 | 04/2026 |
| Potbelly Sandwich Works Llc | Fort Worth | TX | 02/2016 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-01 |
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