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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-01 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2017 | 10/2024 |
| Michael Page - Flywheel Sports | New York | NY | 06/2016 | 07/2016 |
| Robert Half | New York | NY | 10/2016 | 03/2017 |
| Unemployed | New York | NY | 03/2016 | 06/2016 |
| Unemployed | New York | NY | 07/2016 | 10/2016 |
| Unemployed | New York | NY | 03/2017 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2024 | Present |
| Bank Of America, N.A. | Dallas | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-15 |
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