Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-08
  • TX RA
    APPROVED
    Since 2023-04-08

Branch Locations

1 Cowboys Way, Frisco, TX 75034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Allen TX 12/2022 Present
Conifer Health Solutions Frisco TX 11/2020 11/2022
Self Employed Frisco TX 12/2019 11/2020
University Of North Texas Denton TX 12/2017 12/2019
Nthrive Plano TX 10/2017 04/2018
Unemployed Frisco TX 06/2017 10/2017
University Of Oklahoma Norman OK 01/2015 06/2017
Bank Of America, N.A. Allen TX 02/2023 Present
  • 12/2022 → Present
    Allen, TX
  • 11/2020 → 11/2022
    Conifer Health Solutions
    Frisco, TX
  • 12/2019 → 11/2020
    Self Employed
    Frisco, TX
  • 12/2017 → 12/2019
    University Of North Texas
    Denton, TX
  • 10/2017 → 04/2018
    Nthrive
    Plano, TX
  • 06/2017 → 10/2017
    Unemployed
    Frisco, TX
  • 01/2015 → 06/2017
    University Of Oklahoma
    Norman, OK
  • 02/2023 → Present
    Bank Of America, N.A.
    Allen, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-06
  • S66 Uniform Combined State Law Examination
    2023-04-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Frisco, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor