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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-11 |
Branch Locations
1780 Hughes Landing Blvd, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 12/2017 | Present |
| College For Financial Planning (Online) | The Woodlands | TX | 06/2017 | 09/2017 |
| Texas Tech | Lubbock | TX | 08/2016 | 05/2017 |
| Bank Of America, N.A. | The Woodlands | TX | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-09 |
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