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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Philadelphia | PA | 05/2021 | 12/2022 |
| Texas Christian University | Fort Worth | TX | 08/2017 | 05/2021 |
| Westwood High School | Austin | TX | 08/2013 | 05/2017 |
| Santander Consumer Usa | Dallas | TX | 06/2020 | 01/2021 |
| Guardian Life Insurance Company | Austin | TX | 05/2023 | 04/2024 |
| Park Avenue Securities Llc | Austin | TX | 02/2024 | 04/2024 |
| Unemployed | Horseshoe Bay | TX | 01/2023 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 07/2024 | Present |
| Bank Of America, N.A. | Austin | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-10 |
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