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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossmark Global Investments | Houston | TX | 12/2014 | 12/2017 |
| Fulcrum Point | Charlotte | NC | 10/2017 | 12/2018 |
| Gradient Advisors, Llc | Arden Hills | MN | 01/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 04/2020 | Present |
| Hinton Holdings | Houston | TX | 01/2018 | 04/2020 |
| Bank Of America, N.A. | Houston | TX | 06/2020 | Present |
I*131825 For profit or not for profit: Non-Profit Organization Name of outside business organization: Fellowship of Christian Athletes Investment related: N Address of business: Kansas City, Missouri 64129 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 6/1/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: Chairman of Board of Volunteers for Latin America
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
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