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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-07-03 |
Branch Locations
3700 N Capital Of Texas Hwy, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 04/2006 | Present |
| Bank Of America, Na | Austin | TX | 12/2009 | Present |
I*1308260For profit or not for profit: Name of outside business organization: The Wealth Management Center at Texas McCombsInvestment related: NAddress of business: OBA, OBA, OBANature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , The McCombs Wealth Management Center would like my help as an advisor to develop the programs to teach students and community on the important of wealth management career and benefit of knowledge in personal finance. I*5121269, Entity Type: , Name of OBA: WE Family Trust, Address: Austin , Texas, 78733, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 07/30/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-30 |
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