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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 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

2800 Post Oak Blvd, Houston, TX 77056 • United States

5910 N Central Expy, Dallas, TX 75206 • 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 Dallas TX 09/2025 Present
Salpointe Catholic Highschool Tucson AZ 08/2016 05/2020
Southern Methodist University Dallas TX 08/2020 06/2023
Cabela's Allen TX 06/2023 03/2024
Southern Methodist University Dallas TX 03/2024 05/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 05/2024 08/2024
Southern Methodist University Dallas TX 08/2024 09/2024
Wealth Partners Alliance Dallas TX 09/2024 03/2025
Southern Methodist University Dallas TX 03/2025 05/2025
Unemployed Dallas TX 05/2025 09/2025
Bank Of America, N.A. Dallas TX 11/2025 Present
  • 09/2025 → Present
    Dallas, TX
  • 08/2016 → 05/2020
    Salpointe Catholic Highschool
    Tucson, AZ
  • 08/2020 → 06/2023
    Southern Methodist University
    Dallas, TX
  • 06/2023 → 03/2024
    Cabela's
    Allen, TX
  • 03/2024 → 05/2024
    Southern Methodist University
    Dallas, TX
  • 05/2024 → 08/2024
    Tucson, AZ
  • 08/2024 → 09/2024
    Southern Methodist University
    Dallas, TX
  • 09/2024 → 03/2025
    Wealth Partners Alliance
    Dallas, TX
  • 03/2025 → 05/2025
    Southern Methodist University
    Dallas, TX
  • 05/2025 → 09/2025
    Unemployed
    Dallas, TX
  • 11/2025 → Present
    Bank Of America, N.A.
    Dallas, TX
Other Businesses

I*4523298 Entity Type: Entity For Profit Name of OBA: Cult Camo LLC Address: Gilbert, Arizona, 85296 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/25/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Create custom camouflage patterns for people to wear participating in outdoor activities, it is a personal hobby of mine and I originally was brought on in a consulting/research role due to my knowledge of the industry and my expertise was valued enough to warrant an invite to join the organization Research, Pattern Creation, Marketing, Order Fulfillment

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26

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