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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED | 2024-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richardson | TX | 06/2024 | Present |
| Air Ad Promotions | Dallas | TX | 06/2023 | 08/2023 |
| Toyota Financial Savings Bank | Plano | TX | 06/2022 | 08/2022 |
| Kevin Hicks | Dallas | TX | 06/2023 | 08/2023 |
| Dallas Tigers Baseball Club | Allen | TX | 05/2020 | 12/2023 |
| Knights Of Columbus Pool Club | Dallas | TX | 05/2017 | 08/2017 |
| St. Edward's University | Austin | TX | 08/2022 | 05/2024 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 08/2019 | 05/2022 |
| Bishop Lynch High School | Dallas | TX | 01/2017 | 05/2019 |
| Jesuit College Preparatory School Of Dallas | Dallas | TX | 08/2015 | 12/2016 |
| Bank Of America, N.A. | Richardson | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-23 |
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