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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titleist Asset Management, Ltd. | Houston | TX | 05/2017 | 02/2020 |
| Primrose School West Cinco Ranch | Katy | TX | 03/2014 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-09 |
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