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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-08 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2022 | 10/2023 |
| Nationstar/Mr. Cooper | Irving | TX | 02/2022 | 07/2022 |
| Freedom Mortgage Corporation | Plano | TX | 10/2021 | 02/2022 |
| Flyhomes, Inc | Seattle | WA | 08/2021 | 10/2021 |
| New American Funding | Plano | TX | 08/2020 | 08/2021 |
| Texas Department Of Family And Human Services | Fort Worth | TX | 08/2019 | 07/2020 |
| Communities In Schools Of Tarrant County | Fort Worth | TX | 08/2018 | 08/2019 |
| Boys And Girls Club | Fort Worth | TX | 06/2019 | 07/2019 |
| City House | Plano | TX | 08/2021 | 07/2022 |
| Homemaker | Fort Worth | TX | 01/2012 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2023 | Present |
| Tarleton State University | Fort Worth | TX | 08/2016 | 05/2018 |
| University Of Texas | Arlington | TX | 08/2018 | 12/2019 |
| Bank Of America N.A. | Dallas | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-13 |
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