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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | The Woodlands | TX | 10/2015 | 07/2021 |
| Wells Fargo Clearing Services, Llc | The Woodlands | TX | 01/2017 | 07/2021 |
| Fidelity Investments | Westlake | TX | 07/2021 | 12/2021 |
| Wells Fargo Clearing Services, Llc | The Woodlands | TX | 01/2022 | 10/2023 |
| Wells Fargo Bank, Na | The Woodlands | TX | 01/2022 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 10/2023 | Present |
| Fidelity Investments | Magnolia | TX | 04/2020 | 10/2020 |
| Keller Graduate School | The Woodlands | TX | 01/2022 | 04/2023 |
| Devry University | The Woodlands | TX | 08/2018 | 01/2022 |
| Bank Of America N.A. | The Woodlands | TX | 11/2023 | Present |
I*3172266 Entity Type: For Profit, Publicly Traded Name of OBA: amazon Address: Conroe, TX 77384 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 12/15/2025 Number of Hours: 15, Weekly Number of Hours during trading: 0 Duties: Independent contractor deliver for amazon collect and deliver packages
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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