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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-27 |
| TX | RA | APPROVED | 2022-02-16 |
| NY | RA | APPROVED | 2022-01-27 |
Branch Locations
100 Federal St, Boston, MA 02110 • United States
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co Inc | New York | NY | 04/2015 | 10/2021 |
| Merrill Lynch, Pierce Fenner & Smith Incorporated | Pittsford | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-17 |
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