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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-11 |
Branch Locations
6161 Long Prairie Rd, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Newport Beach | CA | 09/2011 | 07/2022 |
| Bank Of America, N.A. | Newport Beach | CA | 09/2011 | 07/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 07/2022 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 07/2022 | 07/2023 |
| Personal Rental Property | San Antonio | TX | 01/2021 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flower Mound | TX | 08/2024 | Present |
| Bank Of America, N.A. | Flower Mound | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-21 |
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