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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Dewitt | NY | 05/2020 | 09/2022 |
| Lowes | Utica | NY | 03/2016 | 08/2018 |
| Coldwell Banker Prime Properies | Syracuse | NY | 05/2016 | 10/2020 |
| Self - Rental Owner | Yorkville | NY | 01/2017 | 07/2024 |
| Prudential Insurance Company Of America | Dewitt | NY | 08/2020 | 09/2022 |
| Exencial Wealth Advisors | Oklahoma City | OK | 09/2022 | 02/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2024 | Present |
| Thrivent Financial | Appleton | WI | 07/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 06/2025 | Present |
| Bank Of America, N.A. | Syracuse | NY | 07/2025 | Present |
I*3847269 Entity Type: N/A Name of OBA: Humane CNY Address: Liverpool, New York, 13088 Investment Related: No Position, Title, Association: N/A Employee Start Date: 02/27/2026 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: Animal Shelter Help promote awareness for charity through Bank of America designated channels.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-07 |
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