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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-03
  • TX RA
    APPROVED
    Since 2024-09-03

Branch Locations

4751 S Hulen St, Fort Worth, TX 76132 • United States

1 Cowboys Way, Frisco, TX 75034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 01/2021 Present
Texas People Federal Credit Union Fort Worth TX 11/2019 01/2021
Chick Fil A Burleson TX 08/2018 08/2019
Verizon Irving TX 12/2017 08/2018
Chick Fil A Burleson TX 06/2015 02/2018
University Of Texas At Arlington Arlington TX 08/2018 12/2019
Bank Of America, N.A. Forth Worth TX 07/2024 Present
  • 01/2021 → Present
    Fort Worth, TX
  • 11/2019 → 01/2021
    Texas People Federal Credit Union
    Fort Worth, TX
  • 08/2018 → 08/2019
    Chick Fil A
    Burleson, TX
  • 12/2017 → 08/2018
    Verizon
    Irving, TX
  • 06/2015 → 02/2018
    Chick Fil A
    Burleson, TX
  • 08/2018 → 12/2019
    University Of Texas At Arlington
    Arlington, TX
  • 07/2024 → Present
    Bank Of America, N.A.
    Forth Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
  • S66 Uniform Combined State Law Examination
    2023-04-19

View on SEC IAPD

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