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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
| IN | RA | APPROVED | 2026-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Evansville | IN | 03/2020 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville | IN | 02/2026 | Present |
| Cresline Plastic Pipe | Evansville | IN | 09/2019 | 03/2020 |
| Reitz Memorial High School | Evansville | IN | 06/2016 | 08/2019 |
I*3864273, Entity Type: , Name of OBA: M and L U Will, Address: Loganville, Georgia, 30052, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 03/02/2026, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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