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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1995-04-18 |
Branch Locations
601 State St, Southlake, TX 76092 • United States
4281 Esplanade Pl, Flower Mound, TX 75028 • 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 | Dallas | TX | 04/1995 | Present |
| Bank Of America,N.A. | Southlake | TX | 06/2011 | Present |
I*2102266, Entity Type: Fiduciary, Name of OBA: G and R Newland Heritage Trust , Address: Flower Mound , Texas, 75022, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 11/22/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Fiduciary I*3833281 Entity Type: N/A Name of OBA: G N Heritage Trust Address: Flower Mound, Texas, 75022 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 08/15/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: God-child I*3834276 Entity Type: N/A Name of OBA: R N Heritage Trust Address: Flower Mound, Texas, 75022 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 08/15/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: God-child
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-01 |
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