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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1994-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney | TX | 11/1993 | Present |
| Bank Of America, N.A. | Mckinney | TX | 12/2009 | Present |
I*490624, Entity Type: , Name of OBA: J D. S, Address: Richardson, Texas, 75080, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/03/2018, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*3286279 Entity Type: Entity Charitable Name of OBA: First United Methodist Church Richardson Foundation Address: Richardson, Texas, 75080 Investment Related: Yes Position, Title, Association: Board Member Employee Start Date: 01/01/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: The FUMCR Foundation, Inc., exists to manage, sustain, and increase the FUMCR Permanent Endowment Fund, which is dedicated to the maintenance and care of the physical facilities of FUMCR, allowing annual giving to go further. Non-Profit foundation setup to aid in & sustaining the mission of FUMCR Foundation. I am one of 9 Board members to help set investment strategy, review performance of 3rd party RIA, decide upon grants/expenditures and assist in raising funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-20 |
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