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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-10 |
| TX | RA | APPROVED | 2019-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Houston | TX | 04/2017 | 10/2017 |
| Karbach Brewery | Houston | TX | 11/2016 | 04/2017 |
| Jackson & Company | Houston | TX | 04/2014 | 03/2017 |
| University Of Houston - Downtown | Houston | TX | 09/2012 | 12/2016 |
| Foresters Financial Services | Houston | TX | 10/2017 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 06/2019 | Present |
| Bank Of America, N.A. | Houston | TX | 08/2019 | Present |
I*129137 For profit or not for profit: Non-Profit Organization Name of outside business organization: Houston Parks Board Investment related: N Address of business: Houston, Texas 77024 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/17/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The young professionals group will further the mission of Houston Parks Board by activating a network of engaged young leaders. Our goal is to raise awareness of the Houston Parks Board brand and deepen connections between people and parks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-14 |
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