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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-16
  • TX RA
    APPROVED
    Since 2022-09-16

Branch Locations

4100 S Medford Dr, Lufkin, TX 75901 • 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
Edward Jones St Louis MO 03/2017 09/2022
Loving Honda Lufkin TX 12/2016 02/2017
Loving Nissan Lufkin TX 04/2016 12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lufkin TX 09/2022 Present
Bank Of America N.A. Lufkin TX 11/2022 Present
Previous Registrations
  • 2017-07-07 → 2022-09-19
    Lufkin, TX
    St Louis, MO
    Lufkin, TX
    Lufkin, TX
    Lufkin, TX
Other Businesses

I*3689268 Entity Type: For Profit Name of OBA: Bull 22 Holdings Address: Lufkin, Texas, 75904 Investment Related: No Position, Title, Association: Officer Employee Start Date: 03/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Hold Real Estate assets for tax purposes. Own

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-28
  • S66 Uniform Combined State Law Examination
    2017-04-28

View on SEC IAPD

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