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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
1803 Broadway St, San Antonio, TX 78215 • United States
800 Capitol St, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Bank | Houston | TX | 08/2013 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-31 |
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