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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 06/2014 | Present |
| Bank Of America, N.A. | San Antonio | TX | 12/2016 | Present |
I*115835 For profit or not for profit: Non-Profit Organization Name of outside business organization: University of the Incarnate Word Investment related: N Address of business: San Antonio, Texas 78209 Nature of business: Charitable Organization, Position, title, association: Part-Time, Start date of relationship: 8/28/2018 Number of hours devoted: 50 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: University of the Incarnate Word is a university. I will be teaching part-time in the evening.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-13 |
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