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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 05/2024 | 12/2024 |
| Unemployed/Full-Time Education | San Antonio | TX | 07/2023 | 05/2024 |
| Platinum Wealth Solutions Of Texas, Llc | San Antonio | TX | 06/2023 | 07/2023 |
| Unemployed/Full-Time Education | San Antonio | TX | 09/2022 | 06/2023 |
| Target Corporation | San Antonio | TX | 06/2021 | 09/2022 |
| Unemployed/Full-Time Education | San Antonio | TX | 08/2020 | 06/2021 |
| University Of The Incarnate Word | San Antonio | TX | 08/2019 | 12/2023 |
| Unemployed/Full-Time Education | San Antonio | TX | 07/2015 | 08/2020 |
| Doordash | San Antonio | TX | 08/2020 | 08/2020 |
| Bank Of America, N.A. | San Antonio | TX | 05/2024 | 12/2024 |
| Wells Fargo | San Antonio | TX | 03/2025 | 07/2025 |
| Citigroup | San Antonio | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
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