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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-15 |
Branch Locations
1 Cowboys Way, Frisco, TX 75034 • United States
5500 Preston Rd, Dallas, TX 75205 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 07/2003 | Present |
I*2113268, Entity Type: Fiduciary, Name of OBA: CAH Revocable Trust, Address: Channelview, Texas, 77530, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 12/02/2029, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3608265 Entity Type: Entity Charitable Name of OBA: The Junior League of Dallas Address: Dallas, Texas, 75209 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2026 Number of Hours: 50, Yearly Number of Hours during trading: 25, Yearly Duties: Milestone Luncheon Co Chair April 2027 Assist and advise active member in all chairman duties for the luncheon/fundraiser for the JLD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-22 |
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