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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flower Mound | TX | 12/2017 | Present |
| Unemployed | Rhome | TX | 10/2017 | 12/2017 |
| Bank Of America, N.A. | Fort Worth | TX | 04/2018 | Present |
I*1022349For profit or not for profit: Entity Charitable Name of outside business organization: Sigma Chi Kappa Xi Chapter Housing Corp Investment related: N Address of business: Stephenville, Texas, 76401Nature of business: ["School, College or University"]Position, title, association: ["Board Member"], Start date of relationship: 10/29/2022Number of hours devoted: 24 hour(s) Yearly Number of hours devoted during trading hours: 0Duties: , Purpose of the entity is to be a steward of the Sigma Chi Kappa Xi Chapter housing funds that will eventually be used to purchase a fraternity house for the chapter at Tarleton State University. My responsibilities as a board member will be to coordinate with the other board members to oversee the application of the funds and to find a permissible house that will be the chapter in according with the Sigma Chi housing rules and regulations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-23 |
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