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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-23 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 01/2018 | 08/2018 |
| Iberiabank | Lafayette | LA | 01/2017 | 11/2017 |
| Hise Exploration Partners | Lafayette | LA | 08/2016 | 12/2016 |
| Ruffino'S On The River | Lafayette | LA | 05/2015 | 01/2017 |
| Tulane University | Houston | TX | 05/2017 | 05/2019 |
| Bank Of America, N.A. | Houston | TX | 07/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 10/2018 | 03/2021 |
| Bank Of America, N.A. | Houston | TX | 11/2018 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 03/2021 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 03/2021 | Present |
| White Oak Shooting Llc | Houston | TX | 08/2025 | Present |
Entity Name: White Oak Shooting LLC Investment related: No Address: Private Residence Nature of the other business: Sports Position/Title/Relationship: Owner/Partner Start Date: 08/01/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the owner of the LLC where I give Sporting Clays instruction to students.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
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