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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
540 W Madison St Ci Relationship Management, Chicago, IL 60661 • United States
4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Denton | TX | 06/2023 | 01/2024 |
| Texas Regional Bank | Denton | TX | 08/2023 | 01/2024 |
| Unemployed | College Station | TX | 06/2012 | 06/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2024 | 01/2025 |
| Goldman Sachs & Co. | Irving | TX | 01/2025 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2025 | Present |
| Bank Of America, N.A. | Fort Worth | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-18 |
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