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 2025-11-06
  • TX RA
    APPROVED
    Since 2025-11-06

Branch Locations

4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • 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
Balfour Beatty Investments Denton TX 08/2024 01/2025
Campus Life & Style Denton TX 07/2024 12/2024
University Of North Texas Denton TX 08/2023 10/2024
Full Time Education Santa Cruz 01/2015 08/2022
Full Time Education Denton TX 08/2022 08/2023
Charles Schwab & Co., Inc. Westlake TX 02/2025 09/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 09/2025 Present
  • 08/2024 → 01/2025
    Balfour Beatty Investments
    Denton, TX
  • 07/2024 → 12/2024
    Campus Life & Style
    Denton, TX
  • 08/2023 → 10/2024
    University Of North Texas
    Denton, TX
  • 01/2015 → 08/2022
    Full Time Education
    Santa Cruz
  • 08/2022 → 08/2023
    Full Time Education
    Denton, TX
  • 02/2025 → 09/2025
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 09/2025 → Present
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-06
S63 Uniform Securities Agent State Law Examination 2025-06-11
  • S66 Uniform Combined State Law Examination
    2025-11-06
  • S63 Uniform Securities Agent State Law Examination
    2025-06-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor