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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| TN | RA | APPROVED | 2023-05-03 |
| TX | RA | APPROVED | 2021-12-07 |
| CT | RA | APPROVED | 2021-12-06 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
201 Franklin Rd, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 10/2021 | Present |
| Citigroup | Stamford | CT | 10/2010 | 08/2021 |
| Bank Of America, N.A. | Greenwich | CT | 12/2021 | Present |
TREASURER, KAREN CARTER DMD, PA. WIFE'S DENTAL PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2005-05-26 |
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