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200 West 6Th Street Suite 1920, Austin, TX 78701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-17 |
Branch Locations
200 West 6Th Street Suite 1920, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 06/2017 | 08/2021 |
| Texas A&M University | College Station | TX | 05/2012 | 05/2017 |
| Texas A&M Agrilife Extension | College Station | TX | 04/2016 | 05/2017 |
| Bank Of America, N.A. | Austin | TX | 04/2018 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 08/2021 | 02/2025 |
| Oxbow Advisors, Llc | Austin | TX | 03/2025 | Present |
| Herndon Plant Oakley Ltd. | Corpus Christi | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-30 |
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