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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-04 |
Branch Locations
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 | San Antonio | TX | 12/2021 | Present |
| Texas A&M University | College Station | TX | 01/2020 | 08/2022 |
| Boerne Champion High School | Boerne | TX | 01/2012 | 08/2017 |
| Blinn Community College | College Station | TX | 08/2017 | 12/2019 |
| Sanitarypull | College Station | TX | 05/2020 | 01/2022 |
| Sb Construction Group | Boerne | TX | 01/2018 | 04/2020 |
| Bank Of America, N.A. | San Antonio | TX | 12/2021 | Present |
CBA Innovative Solutions Not Investment related 215 West Bandera Road, Boerne, Texas, 78006 Industrial Manufacturing Founder/CFO N/A N/A zero hours devoted In process of dissolution
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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