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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-12 |
| CT | RA | APPROVED | 2024-03-27 |
| TX | RA | APPROVED | 2011-11-18 |
Branch Locations
Los Angeles, CA • United States
800 E Colorado Blvd, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 11/2011 | Present |
| Bank Of America, N.A. | Houston | TX | 01/2012 | Present |
I*1055301 For profit or not for profit: Entity Charitable Name of outside business organization: Association of African American Financial Advisors Investment related: N Address of business: Washington, District of Columbia, 20036, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 9/17/2022 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: , Board Member - helping to expand their presence and awareness, I co lead the membership committee to help education, support, and develop programs for our members. The goal is to add more B/AA professionals into the industry and support educating career changers + graduates on the opportunities to start a career
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-14 |
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