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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-07-02 |
Branch Locations
800 Capitol St Pbig - Houston Ii, Houston, TX 77002 • 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 | 07/2015 | Present |
| Bank Of America, N.A. | Houston | TX | 07/2015 | Present |
I*119275 For profit or not for profit: Non-Profit Organization Name of outside business organization: First Methodist Church of Houston Investment related: N Address of business: Houston, Texas 77002 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: FMC Houston provides spiritual guidance as well as outreach programs for under privileged individuals here in the greater Houston area and all over the world. My responsibilities would be to provide feedback on how the church allocates its funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-25 |
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