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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial, Inc. | Austin | TX | 06/2013 | 10/2018 |
| Sage Advisory Services, Ltd., Co. | Austin | TX | 10/2018 | 02/2022 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 02/2020 | 12/2020 |
| Primerica Financial Services | Austin | TX | 02/2022 | 07/2023 |
| Pfs Investments Inc. | Austin | TX | 03/2022 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 06/2023 | Present |
| Bank Of America, N.A. | Austin | TX | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-01 |
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