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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1998-04-02 |
Branch Locations
6950 Tpc Dr, Mckinney, TX 75070 • United States
2 Village Dr, Abilene, TX 79606 • United States
Abilene, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 04/1996 | Present |
I*76964 Entity Type: FOR-PROFIT NAME: S. M. INVESTMENT RELATED: NO ADDRESS: KATY, TEXAS POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 10/1/2014 NUMBER OF HOURS DEVOTED: 10 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I MAKE CRAFTS AND SELL THEM Entity Type: Fiduciary role Name: C. S. V. Investment-related No Address: Morgantown, West Virginia, 26508 Position: POA Start date of your relationship: 1/25/2023 Approximate number of hours/month you devote to the other businessL 2 hrs Number of hours you devote to the other business during securities trading hours: 1 hr Duties: Power of attorney for aunt I*: 1767283 Entity Type: Charitable Name: Meals on Wheels Plus Abilene Address: Abilene, TX Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/01/2024Number of Hours: 3 hrs monthly Number of Hours during trading: 3 hrs monthly Duties: Delivering meals to seniors.. I*: 2162278, Entity Type: Charitable, Name: Wylie Baptist Church, Address: Abilene, Texas, 79606, Investment Related: No, Position, Title, Association: Committee, Employee State Date: 02/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: The Finance committee helps to guide the church in the use of our tithes and offerings. I*: 2813304 Entity Type: Charitable Name of OBA: J. D. Chapter NSDAR Address: Washington, DC 20006 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 09/20/2025Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: I will be the Treasurer for our J. D. Chapter of the National Daughters of the American Revolution. I will keep track of our budget and report to our Chapter each month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-31 |
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