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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-21 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
12848 Queensbury Lane, Ste. 208, Houston, TX 77024 • United States
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 | Houston | TX | 10/2003 | Present |
| Bank Of America, N.A. | Houston | TX | 09/2009 | Present |
(1) For profit or not for profit: For-Profit Organization Name of outside business organization: Gill7 LLC DBA BDG Outdoors Investment related: N Address of business: Spring, Texas 77379 Nature of business: LLC, (Fishing App.) Position, title, association: President (Family Held), Start date of relationship: 12/2017 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: My family is starting an outdoor recreation services company. My limited responsibilities will be to help manage the business at night and on weekends. (2) Northland Syllian Field, Board Position. 3/2018. (3) Name: Gill 7 II, LLC Position: Manager Nature: This is an LLC that has been established for acquisitions of RIAs, CTP advisors and tuck-ins. Investment Related: Yes Hours: 15 Securities Trading Hours: 2 Start Date: 10/12/2007 Address: 1418 Hatchmere Pl, Spring TX 77379-5622, United States. Description: I will be the manager. (4) SMARTASSET POSITION: Ambassador for SmartAsset. NATURE: SmartAsset is a lead generation service for financial advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 7/31/2024 ADDRESS: 122 East 42nd Street, Suite 4300, New York NY 10168, United States DESCRIPTION: Ambassador for SmartAsset-marketing 5) ESTATE OF AL GILLILAND. Family. POSITION: Co Executor NATURE: Family estate. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2025 ADDRESS: 15377 Memorial Drive, Houston TX 77079, United States DESCRIPTION: Executor of family estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-29 |
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