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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2023 | 06/2025 |
| Charles Schwab/Td Ameritrade | Westlake | TX | 06/2022 | 08/2022 |
| Advantage Capital | Austin | TX | 06/2021 | 08/2021 |
| Town Of Highland Park | Dallas | TX | 05/2018 | 09/2018 |
| Austin Community College | Austin | TX | 08/2019 | 05/2020 |
| The University Of Texas At Austin | Austin | TX | 08/2020 | 05/2023 |
| Highland Park High School | Dallas | TX | 08/2015 | 05/2019 |
| Unemployed | Dallas | TX | 06/2023 | 08/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2025 | Present |
| Bank Of America, N.A. | Dallas | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-05 |
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