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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
Providence Village, TX • United States
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hurst | TX | 09/2008 | 05/2021 |
| Bank Of America, N.A. | Hurst | TX | 09/2008 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hurst | TX | 08/2023 | 03/2026 |
| Tiaa | Frisco | TX | 03/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2026 | Present |
| Unemployed | Aubrey | TX | 05/2021 | 08/2023 |
(1) Name: Charlesco, L.P. Position: Limited Partner Nature: Family Limited Partnership created by my grandfather for financial planning and wealth transition that is invested in the stock market managed by third party investment firm. Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 11/15/1995 Address: 421 Wilhaggin Drive, Sacramento CA 95864, United States Description: Limited Partner with no responsibilities (2) Name: Kekin Street Partners Position: Limited Partner Nature: Family limited partnership for financial planning established by my father to transfer real estate assets to children and to make additional real estate investments. Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 04/06/2016 Address: 6760 N. Placita Manzanita, Tucson AZ 85718, United States Description: Limited Partner with no responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-10 |
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