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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-06 |
Branch Locations
4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2017 | Present |
| Bank Of America N.A. | Dallas | TX | 06/2017 | Present |
| College Station Municipal Court | College Station | TX | 08/2016 | 06/2017 |
| Texas A&M University | College Station | TX | 08/2013 | 05/2017 |
I*: 2377259Entity Type: Rental Property Name of OBA: Rental Property 1Address: Dallas, TX 75248Investment Related: NoPosition, Title, Association: Sole ownerEmployee Start Date: 05/01/2025Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0Duties: Owner of rental property I*3895265, Entity Type: , Name of OBA: Woodhaven HOA , Address: Dallas, Texas, 75287, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 03/17/2026, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: administer and enforce the bylaws of the association; establish, make, and enforce compliance with rules and regulations; prepare a common expense budget, make sure dues are paid, make repairs, additional, and alterations to common elements; keep and maintain full books and records showing all receipts expenses or disbursements, deliver books and records annually to all owners, attend monthly meetings, designate personnel necessary for the maintenance of common elements. Home owners Association
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-05 |
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