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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1995-10-03 |
Branch Locations
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 | Webster | TX | 10/1995 | Present |
| Bank Of America, Na | Houston | TX | 09/2009 | Present |
I*: 2586275 Entity Type: For Profit Name of OBA: White Magnolia Galveston LLC Address: Galveston, TX 77550 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/01/2025 Number of Hours: 1 hr m=mthly Number of Hours during trading: 0 Duties: Vacation Rental Property. Managed by Spouse.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-15 |
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