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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-05
  • TX RA
    APPROVED
    Since 2026-08-05

Branch Locations

1780 Hughes Landing Blvd, The Woodlands, TX 77380 • 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
Td Ameritrade Services Co The Woodlands TX 12/2014 07/2021
Charles Schwab & Co., Inc. The Woodlands TX 01/2022 10/2023
Charles Schwab The Woodlands TX 12/2014 10/2023
Td Ameritrade, Inc. The Woodlands TX 12/2014 10/2023
Td Ameritrade Investment Management, Llc The Woodlands TX 12/2014 09/2023
J.P. Morgan Securities Llc Magnolia TX 01/2024 09/2025
Jpmorgan Chase Bank, N.A. Magnolia TX 01/2024 09/2025
Unemployed Spring TX 11/2023 12/2023
Mercer Global Advisors Inc. Spring TX 10/2025 03/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated The Woodlands TX 07/2026 Present
Unemployed Spring TX 03/2026 07/2026
Bank Of America, N.A. The Woodlands TX 08/2026 Present
  • 12/2014 → 07/2021
    Td Ameritrade Services Co
    The Woodlands, TX
  • 01/2022 → 10/2023
    The Woodlands, TX
  • 12/2014 → 10/2023
    Charles Schwab
    The Woodlands, TX
  • 12/2014 → 10/2023
    Td Ameritrade, Inc.
    The Woodlands, TX
  • 12/2014 → 09/2023
    Td Ameritrade Investment Management, Llc
    The Woodlands, TX
  • 01/2024 → 09/2025
    Magnolia, TX
  • 01/2024 → 09/2025
    Jpmorgan Chase Bank, N.A.
    Magnolia, TX
  • 11/2023 → 12/2023
    Unemployed
    Spring, TX
  • 10/2025 → 03/2026
    Spring, TX
  • 07/2026 → Present
    The Woodlands, TX
  • 03/2026 → 07/2026
    Unemployed
    Spring, TX
  • 08/2026 → Present
    Bank Of America, N.A.
    The Woodlands, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-05
  • S66 Uniform Combined State Law Examination
    2013-04-05
Other Names
  • Renee J Kahn
  • Renee J Holoubek
  • Renee Jeanette Holoubek
  • Renee J Weston
  • Renee Weston
  • Renee Jeanette Kahn
  • Renee Kahn
  • Renee Jeanette Weston

View on SEC IAPD

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