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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 07/2017 | Present |
| Bank Of America, N.A. | Plano | TX | 07/2017 | Present |
| Texas Tech University | Lubbock | TX | 08/2013 | 05/2017 |
I* 1571313 For profit or not for profit: Name of outside business organization: Luehrs Golf Equipment Investment related: No Address of business: Prosper, TX Nature of business: Position, title, association: Owner Start date of relationship: 11/09/2023Number of hours devoted: 0 weekly Number of hours devoted during trading hours: Duties: Owner I* 1680313 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: no Address of business: Lubbock, TX, 79410 Nature of business: Position, title, association: Co-owner with other family members Start date of relationship: 02/06/2024 Number of hours devoted: 2 monthly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-24 |
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