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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 04/2022 |
| Retail Concepts Inc Dba Sun & Ski Sports | Houston | TX | 10/2015 | 04/2017 |
| Unemployed | Houston | TX | 05/2017 | 12/2017 |
| The Company Of Others | Houston | TX | 03/2014 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 04/2022 | Present |
| Bank Of America, N.A. | Houston | TX | 05/2022 | Present |
I*836241 For profit or not for profit: Name of outside business organization: Shady Trails Homeowners Association Investment related: N Address of business: Houston, Texas, 77269 Nature of business: ["HOA, Co-op, Freehold"] Position, title, association: ["Board Member"], Start date of relationship: 5/2/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , The HOA Board is responsible for the ongoing management and maintenance of the community on behalf of all residents via an outside management company. The Board can authorize work and payment of expenses related to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-15 |
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