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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
115 W San Antonio Ave, Boerne, TX 78006 • United States
24523 W Interstate 10, San Antonio, TX 78257 • United States
1737 W State Hwy 46, New Braunfels, TX 78132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | San Antonio | TX | 10/2019 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 08/2022 | Present |
| Medtronic | San Antonio | TX | 09/2017 | 10/2019 |
| Advocates | Framingham | MA | 02/2014 | 08/2017 |
| Bank Of America, N.A. | San Antonio | TX | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-27 |
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