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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 06/2007 | Present |
I*665265, Entity Type: , Name of OBA: Rental Property 1, Address: Cypress, Texas, 77433, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 01/03/2022, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5155267, Entity Type: , Name of OBA: Rental Property - 01-Aug-26 - 1, Address: Houston, Texas, 77044, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/31/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5156267, Entity Type: , Name of OBA: Rental Property - 01-Aug-26 - 2, Address: Fulshear, Texas, 77441, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/31/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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