Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-24
  • TX RA
    APPROVED
    Since 2025-02-24

Branch Locations

9000 Southside Blvd Global Human Resources- The Academy, Jacksonville, FL 32256 • United States

4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab Westlake TX 06/2023 02/2024
Utd Jsom Technology Services/University Of Texas At Dallas Richardson TX 09/2021 09/2023
Unemployed El Paso TX 12/2020 09/2021
Westside Family Ymca El Paso TX 05/2019 12/2020
Unemployed El Paso TX 01/2014 05/2019
Charles Schwab & Co., Inc. Westlake TX 01/2024 12/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 01/2025 Present
Utep School Of Business/University Of Texas At El Paso El Paso TX 01/2020 08/2020
I &Amp; G Enterprises Alpine TX 01/2019 01/2019
  • 06/2023 → 02/2024
    Charles Schwab
    Westlake, TX
  • 09/2021 → 09/2023
    Utd Jsom Technology Services/University Of Texas At Dallas
    Richardson, TX
  • 12/2020 → 09/2021
    Unemployed
    El Paso, TX
  • 05/2019 → 12/2020
    Westside Family Ymca
    El Paso, TX
  • 01/2014 → 05/2019
    Unemployed
    El Paso, TX
  • 01/2024 → 12/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2025 → Present
    Fort Worth, TX
  • 01/2020 → 08/2020
    Utep School Of Business/University Of Texas At El Paso
    El Paso, TX
  • 01/2019 → 01/2019
    I &Amp; G Enterprises
    Alpine, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
S63 Uniform Securities Agent State Law Examination 2024-05-07
  • S66 Uniform Combined State Law Examination
    2025-02-21
  • S63 Uniform Securities Agent State Law Examination
    2024-05-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor