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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-07 |
Branch Locations
1 Cowboys Way, Frisco, TX 75034 • 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 |
|---|---|---|---|---|
| North Italia | Plano | TX | 06/2017 | 08/2023 |
| The Junction Cottages & Townhomes | College Station | TX | 09/2021 | 03/2022 |
| North Italia | Plano | TX | 05/2022 | 08/2022 |
| Stonebriar Country Club | Frisco | TX | 06/2020 | 08/2020 |
| Texas A&M University | College Station | TX | 08/2020 | 05/2023 |
| Fidelity Investments | Westlake | TX | 08/2023 | 07/2024 |
| Frisco High School | Frisco | TX | 08/2015 | 05/2019 |
| Collin College | Frisco | TX | 08/2018 | 07/2019 |
| Blinn College | Bryan | TX | 08/2019 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-04 |
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