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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2024 | 05/2025 |
| Twin Peaks Restaurant | Grand Prairie | TX | 05/2023 | 05/2024 |
| University Of Texas At Arlington | Arlington | TX | 08/2019 | 05/2023 |
| Enterprise Rent-A-Car | Arlington | TX | 05/2022 | 08/2022 |
| Q Car Wash | Arlington | TX | 09/2021 | 02/2022 |
| In-N-Out Burger | Arlington | TX | 06/2019 | 04/2021 |
| Arlington High School | Arlington | TX | 06/2017 | 05/2019 |
| Bed Bath & Beyond | Arlington | TX | 06/2018 | 09/2018 |
| Uplift Summit International Preparatory | Arlington | TX | 08/2006 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2025 | Present |
| Bank Of America, N.A. | Dallas | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-22 |
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