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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retired | Mckinney | TX | 01/2022 | 04/2022 |
| First Methodist Church Plano | Plano | TX | 08/2017 | 12/2021 |
| First Baptist Church Denton | Denton | TX | 05/2014 | 07/2017 |
| Thrivent Investment Management Inc | Minneapolis | MN | 04/2022 | 10/2022 |
| Thrivent Financial | Appleton | WI | 04/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney | TX | 10/2022 | Present |
| Bank Of America, N.A. | Mckinney | TX | 01/2023 | Present |
316 Counseling Center, NOT investment related, 2781 Virginia Pkwy, McKinney, TX,75071, Mental health counseling, Director/Board member, Board member, 8/1/2021, 40 hours per month, 0 hours during trading hours, Consult on business related concerns of the Counseling Center
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-03 |
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