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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
607 W 3Rd St, Austin, TX 78701 • United States
1803 Broadway St, San Antonio, TX 78215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 11/2024 | Present |
| Texas Partners Bank | Austin | TX | 12/2020 | 11/2024 |
| Wells Fargo | Austin | TX | 06/2015 | 01/2021 |
| The Bank Of Austin | Austin | TX | 12/2020 | 11/2024 |
I*: 2578278Entity Type: CharitableName of OBA: Central Texas Folds of HonorAddress: Austin, TX 78716Investment Related: NoPosition, Title, Association: Board member Employee Start Date: 7/1/2025Number of Hours: 10 hrs mthlyNumber of Hours during trading: 2 hrs mthly Duties: Folds of Honor is a nationwide not for profits that raises money to provide scholarships for children of military veterans. I will be a member of the board of directors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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