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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 01/2024 | Present |
| D1 Training | Boerne | TX | 06/2021 | Present |
| Unemployed | San Antonio | TX | 01/2014 | 06/2021 |
| Wichita State University | Wichita | KS | 08/2018 | 05/2020 |
| University Of Texas At San Antonio | San Antonio | TX | 08/2020 | 05/2023 |
| Bank Of America, N.A | San Antonio | TX | 02/2024 | Present |
Name of the other businessD1 TrainingWhether the business is investment-relatedNot Investment RelatedAddress of the other business Boerne, TX 78006Nature of the other businessSports Training Your positionPrivate InstructorTitle, or relationship with the other businessPrivate Baseball InstructorStart date of your relationship06/20/2022Approximate number of hours/month you devote to the other business8 hours/monthNumber of hours you devote to the other business during securities trading hours0 hoursBriefly describe your duties relating to the other businessTeach baseball to young aspiring athletes. I* 1728266 For profit or not for profit: Entity For Profit Name of outside business organization: D1 Training Boerne Investment related: no Address of business: San Antonio, TX, 78006 Nature of business: Limited Liability Company Position, title, association: Employee Start date of relationship: 07/18/2022 Number of hours devoted: 5 monthly Number of hours devoted during trading hours: 1 Duties: Teach Baseball lessons to youth athletes. I will conduct private baseball lessons to young aspiring athletes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
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