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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-28 |
Branch Locations
540 W Madison St Ci Relationship Management, Chicago, IL 60661 • United States
4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Dallas | TX | 04/2012 | 05/2022 |
| Highland Park Cafeteria | Dallas | TX | 01/2017 | 10/2020 |
| Unt Financial Aid Office | Dallas | TX | 09/2018 | 06/2022 |
| Be A Champion, Inc. | Dallas | TX | 02/2021 | 06/2021 |
| Td Ameritrade | Dallas | TX | 05/2022 | 11/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | 06/2024 |
| Robinhood Markets, Inc. | Dallas | TX | 06/2024 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2025 | Present |
| Walmart | Dallas | TX | 06/2020 | 08/2020 |
| University Of North Texas System | Dallas | TX | 09/2018 | 05/2022 |
| Amazon | Dallas | TX | 04/2020 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
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