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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Plano | TX | 09/2015 | 04/2017 |
| Jp Morgan Chase Bank | Allen | TX | 04/2017 | 12/2017 |
| Jp Morgan Securities, Llc | Allen | TX | 04/2017 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney | TX | 12/2017 | Present |
| Bank Of America, N.A. | Mckinney | TX | 02/2018 | Present |
I*111449 For profit or not for profit: Non-Profit Organization Name of outside business organization: Powerlifting Judge Investment related: N Address of business: Sachse, Texas 75048 Nature of business: Other,School district Position, title, association: Part-Time, Start date of relationship: 1/25/2018 Number of hours devoted: 50 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Judging high school powerlifting in McKinney, Frisco, and other Collin county schools
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-12 |
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