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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2000-06-29 |
Branch Locations
101 N Us Highway 281, Marble Falls, TX 78654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marble Falls | TX | 06/2000 | Present |
| Bank Of America, N.A. | Marble Falls | TX | 12/2009 | Present |
I*4612268 Entity Type: N/A Name of OBA: S C M TTEE S K M TTEE U/A DTD 11/14/2025 Address: Meadowlakes, Texas, 78654 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/22/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: immediate family and self
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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