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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 02/1998 | Present |
| Bank Of America, N.A. | Frisco | TX | 10/2018 | Present |
I*1962302 Entity Type: N/A Name of OBA: Rental Property 1 Address:The Colony, Texas Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:12/18/2023 No Hours: 5 Yearly No Hours during trading:0 Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-02 |
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