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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1995-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 03/1995 | Present |
| Bank Of America, N.A. | San Antonio | TX | 01/2010 | Present |
I*90608 For profit or not for profit: For-Profit Organization Name of outside business organization: Morsie Holdings LLC Investment related: N Address of business: SAN ANTONIO, Texas 78258 Nature of business: LLC, Position, title, association: Fiduciary, Start date of relationship: 2/12/2016 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LLC owns rental properties. I*132432 For profit or not for profit: For-Profit Organization Name of outside business organization: Wilmor Holdings LLC Investment related: N Address of business: San Antonio, Texas 78258 Nature of business: LLC, Position, title, association: Other, Member Start date of relationship: 8/10/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LLC will own rental properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-16 |
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