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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 01/2019 | 06/2021 |
| Bank Of America, N.A. | Houston | TX | 01/2019 | 06/2021 |
| Fidelity Investments | Westlake | TX | 06/2018 | 08/2018 |
| University Of Houston | Houston | TX | 08/2017 | 12/2018 |
| Merrill Lynch Wealth Management | The Woodlands | TX | 06/2017 | 07/2021 |
| Pappasitos Cantina | The Woodlands | TX | 05/2017 | 12/2018 |
| University Of Houston | Houston | TX | 08/2016 | 04/2017 |
| The Woodlands Township | The Woodlands | TX | 04/2016 | 09/2016 |
| Fidelity Investments | The Woodlands | TX | 07/2021 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 07/2026 | Present |
| Pappasitos Cantina | The Woodlands | TX | 08/2018 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-14 |
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