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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Mcallen | TX | 05/2014 | 10/2016 |
| Nylife Securities, Llc | San Antonio | TX | 03/2017 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 10/2017 | 01/2019 |
| Bank Of America | San Antonio | TX | 10/2017 | 01/2019 |
| Bbva Securities Inc | Mission | TX | 05/2019 | 06/2021 |
| Bbva Bank | Austin | TX | 03/2019 | 06/2021 |
| Unemployed | Mission | TX | 02/2019 | 02/2019 |
| New York Life | San Antonio | TX | 04/2017 | 09/2017 |
| Unemployed | Mission | TX | 02/2017 | 02/2017 |
| Edward Jones | Mission | TX | 12/2016 | 01/2017 |
| Ups | Mcallen | TX | 11/2016 | 01/2017 |
| Bbva Wealth Solutions Inc. | Mission | TX | 05/2019 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Humble | TX | 08/2021 | 12/2021 |
| J.P. Morgan Securities Llc | Humble | TX | 08/2021 | 12/2021 |
| Unemployed | Humble | TX | 07/2021 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mcallen | TX | 12/2021 | Present |
| Bank Of America, N.A. | Mcallen | TX | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-15 |
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