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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Plano | TX | 03/2023 | 08/2023 |
| Sagility, Llc | Plano | TX | 01/2019 | 10/2023 |
| Blue Star Innovation Partners | Frisco | TX | 08/2016 | 12/2018 |
| Southern Methodist University | Dallas | TX | 08/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2023 | Present |
| Bank Of America, N.A. | Dallas | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
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