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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Denton | TX | 09/2009 | 03/2018 |
| Wells Fargo Advisors Llc | Denton | TX | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denton | TX | 11/2016 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 03/2018 | Present |
| Bank Of America, N.A. | Fort Worth | TX | 06/2018 | Present |
I*1448275 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: fort worth, Texas, 76137, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/22/2023 Number of hours devoted: 40 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-30 |
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