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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Houston | TX | 02/2024 | 11/2024 |
| Chevron | Houston | TX | 05/2012 | 01/2024 |
| The Prudential Insurance Company Of America | Houston | TX | 07/2024 | Present |
| Lpl Enterprise, Llc | Houston | TX | 11/2024 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 01/2025 | Present |
| Bank Of America, N.A. | Houston | TX | 02/2025 | Present |
I*4212265, Entity Type: , Name of OBA: Houston Yacht Club, Address: Shoreacres, Texas, 77571, Investment Related: N, Position, Title, Association: Chair, Employee Start Date: 04/01/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: As chair, I will be coordinating and managing the weekend activities such as judging, lunches, awards, scoring, and coordinating with Texas Youth Sailing and the Lakewood Yacht Club, The yacht club has asked me to chair a youth sailing regatta in July. The yacht club is a 501(c)(7) organization and exists on behalf of the members and volunteers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-21 |
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