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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-04-13 |
Branch Locations
1780 Hughes Landing Blvd, The Woodlands, TX 77380 • United States
2800 Post Oak Blvd, Houston, TX 77056 • United States
Rosharon, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Tulsa | OK | 11/1997 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 11/1997 | Present |
I*135437For profit or not for profit: For-Profit OrganizationName of outside business organization: Pearland New Harvest ChurchInvestment related: NAddress of business:Pearland, Texas 77584Nature of business: Other,501C3Position, title, association: Committee Member, Start date of relationship: 1/29/2021Number of hours devoted: 2 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Pastor is asking me to be on the church Finance Committee I will not have any check signing capabilities - I will not have discussion about what should happen with the finances - they want 3 members of the church to review the budget I*1756257, Entity Type, Name of OBA:Rental Property 1, Address:Apopka, FL 32712, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 05/01/2024, No Hours: 0 yearly, No Hours during trading: 0, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-29 |
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