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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
3700 N Capital Of Texas Hwy, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2014 | 07/2024 |
| J.P. Morgan Securities Llc | Austin | TX | 10/2024 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 10/2024 | 08/2025 |
| Unemployed | Austin | TX | 07/2024 | 09/2024 |
| Bank Of America | Austin | TX | 10/2014 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 08/2025 | Present |
| Bank Of America, N.A. | Austin | TX | 09/2025 | Present |
Name of the other businessRental property Whether the business is investment-relatedno Address of the other business Austin, TX Nature of the other businessHousing rental Your positionOwner Title, or relationship with the other businessOwner Start date of your relationship01-Jun-2023 Approximate number of hours/month you devote to the other business :Less than 30mins Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I'm the owner of that rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
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