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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2000-08-07 |
Branch Locations
5775 N Sam Houston Pkwy W, Houston, TX 77086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America,N.A. | Houston | TX | 06/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 04/2000 | Present |
I*77918 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JERDING PROPERTIES 3 INVESTMENT RELATED: N ADDRESS OF BUSINESS: CYPRESS, TEXAS 77429 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2015 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: RENTAL PROPERTIES I*54380 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JERDING PROPERTIES LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: CYPRESS, TX 77429, TEXAS 77429 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 02/01/2008 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LLC THAT HOLDS THE CHOICE EXPLORATION PROPERTIES I*136429 For profit or not for profit: For-Profit Organization Name of outside business organization: Cabo Condo SMM, LLC Investment related: Address of business: Cypress, Texas 77429 Nature of business: LLC, Compensation for Activity: Position, title, association: Family Held, Start date of relationship: 5/3/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Establishing a LLC to purchase a Condo to be rented
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-13 |
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