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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
2850 North Harwood 18Th Floor & 17Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Dallas | TX | 01/2009 | 04/2025 |
| Bank Of America,Na | Dallas | TX | 12/2009 | 04/2025 |
| Stifel | Dallas | TX | 04/2025 | Present |
1. MBT2010 LLC; 6499 Powerline Road, Suite 108 Fort Lauderdale, FL 33309; Used for registering automobiles; 02/02/2024; 1 hr/year; Not during securities trading hours; Not Investment-Related 2. T2 GP, Inc; 12128 Madeleine Circle Dallas TX 75230; legal entity which is the General Partner of T2 Interests, Ltd; President; necessary filings periodically; 04/09/2014; 2 hrs/year; Not during security trading hours; Investment-Related 3. T2 Interests, Ltd; 12128 Madeleine Circle Dallas TX 75230; Partnership between my husband and I that owns securities in brokerage accounts and real estate (not rental property); estate planning vehicle; Manage the assets; 01/01/2014; 5 hrs/year; Not during security trading hours; Investment-Related 4. Saving Giraffes Now; 8333 Douglas Avenue, Suite 300 Dallas, TX 75225; It is a 501(c)(3) non-profit organization dedicated to saving giraffes from extinction; Board Member; Support the mission and values by giving advice and guidance; 10/27/2025; 3hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-10 |
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