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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
1 Cowboys Way, Frisco, TX 75034 • United States
5500 Preston Rd, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 03/2013 | Present |
I*: 2509258Entity Type: GovernmentalName of OBA: Dallas Estate Planning CouncilAddress: Dallas, TX 75238Investment Related: NoPosition, Title, Association: Officier Employee Start Date: 9/1/2024Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0 Duties: The Dallas Estate Planning Council educates and connects estate planning professionals in Dallas. I am currently serving at the Vice President of Membership for the 2025-2026 year. As a member of the board of governors (which I will continue to cycle through serving as the Program Vice President from 2026-2027 and President from 2027-2028) I help to select speakers, plan social events and coordinate volunteer activities. The role of the board of governors does not change from role to role. I*3790266, Entity Type: Entity Charitable, Name of OBA: Senior Source of North Texas, Address: Dallas, Texas, 75219, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 04/01/2026, No Hours: 6 Yearly, No Hours during Trading: 6 Yearly, Duties: Board Member Expectations: A member of the Board of Directors has a duty to maintain confidentiality and oversee governance and compliance. A Board of Directors¿ member may serve as many as two three-year terms. Terms traditionally begin at the beginning of The Senior Source¿s fiscal year, which is April 1st. Board Members will: ¿ Embrace the vision, mission, and work of The Senior Source. ¿ Serve as ¿Chief Community Educators¿ for the Agency. Express vocal support of the organization. Pursue outreach & educational opportunities in the community. ¿ Prepare for and participate in all Board meetings and scheduled activities. ¿ Refer those in need to The Senior Source for assistance, protection and connection support.The Senior Source¿s mission has been to enhance the quality of life for older adults in greater Dallas.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
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