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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-17 |
Branch Locations
1 Cowboys Way, Frisco, TX 75034 • United States
300 Broadhollow Rd, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 09/2025 | Present |
| Hsbc | New York | NY | 08/2016 | 01/2019 |
| Bank Of America Na | Frisco | TX | 01/2019 | 09/2025 |
I*2605313, Entity Type Entity For Profit, Name of OBA: JFCA Tradewinds LLCAddress: KamasUtah84036 Investment Related: No Position, Title, Association: Director Employee Start Date:09/06/2023 No Hours: 0 No Hours during trading: 0 Duties: None, Entity is solely for purpose of holding title to vacation property. It does not have/will not have an investment account. It is owned by me and my spouse 50% each with no other party our outside interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-08 |
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