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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
| KY | RA | APPROVED | 2025-05-09 |
Branch Locations
525 Washington Blvd Central Business Review Unit, Jersey City, NJ 07310 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 05/2022 | Present |
| Humana | Louisville | KY | 05/2020 | 05/2022 |
| Ajw Financial | Baltimore | MD | 01/2020 | 05/2020 |
| Edward Jones | Livonia | MI | 12/2005 | 09/2019 |
| Unemployed | Baltimore | MD | 09/2019 | 01/2020 |
I*1219266, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: Doordash Address: San FranciscoCalifornia94103 Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/19/2023No Hours: 20 yearly No Hours during trading: 0 Duties:Food delivery I*2990269, Entity Type, Name of OBA: M E. A Address: LouisvilleKentucky40218 Investment Related: No Position, Title, Association: Power of AttorneyEmployee Start Date: 10/10/2025No Hours: 1 Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-18 |
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