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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
4281 Esplanade Pl, Flower Mound, TX 75028 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2018 | 10/2024 |
| First Citizens Bank (Multiple Locations) | Dallas | TX | 06/2016 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flower Mound | TX | 11/2024 | Present |
| Dallas County Community College | Dallas | TX | 01/2023 | Present |
I*4922273 Entity Type: Fiduciary role Name of OBA: M. E. O. M. Address: Denton, Texas, 76207 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/15/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-07 |
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