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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-09 |
| CO | RA | APPROVED | 2011-09-15 |
| CA | RA | APPROVED | 2006-12-06 |
| TX | RA | APPROVED | 1990-02-02 |
Branch Locations
Hockley, TX • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 01/1990 | Present |
| Bank Of America, N.A. | Houston | TX | 12/2009 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: AUTOMATIC CAR WASHINVESTMENT RELATED: NADDRESS OF BUSINESS:GYPSUM, TEXAS 81637NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/1/2013NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CAR WASH FOR EAGLE/GYPSUM COMMUNITY. MY RESPONSIBILITY WOULD INCLUDE PLANNING AND EQUITY INVESTMENT. I*61091FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: WHITE WATER EXPRESS CAR WASHINVESTMENT RELATED: NADDRESS OF BUSINESS:GYPSUM, TEXAS 81637NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/1/2013NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CAR WASH FOR EAGLE/GYPSUM COMMUNITY. MY RESPONSIBILITY WOULD INCLUDE PLANNING AND EQUITY INVESTMENT. I*99965For profit or not for profit: For-Profit Organization Name of outside business organization: KINGSHILL REAL ESTATE SERVICES LLC Investment related: No Address of business: Houston, Texas 77027 Nature of business: LLC, Position, title, association: Other, its my wife's entity Start date of relationship: 1/11/2016Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: A payroll mechanism for D. K., my spouse I*53346FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION:TRUSTINVESTMENT RELATED: NADDRESS OF BUSINESS: HOUSTON, TEXAS 77098NATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 4/2/2012NUMBER OF HOURS DEVOTED: 3 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CAR WASH. I*2069295, Entity Type, For Profit, Name of OBA: Loan/financing on 2920 property, Address: Waller, TX, 77484, Investment Related: No, Position, Title, Association: It's a loan, Employee Start Date: 07/01/2024, No Hours: 0, No Hours during trading: 0, Duties: Owner financing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-21 |
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