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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-14 |
| IL | RA | APPROVED | 2025-01-30 |
Branch Locations
520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660 • United States
110 N Wacker Dr Pbig - Chicago, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 08/2007 | 07/2019 |
| Lpl Financial Llc | Beachwood | OH | 08/2019 | 08/2021 |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 08/2019 | 08/2021 |
| Arcform Llc | Cleveland | OH | 08/2021 | 10/2022 |
| Ubs Financial Services Inc | Chicago | IL | 11/2022 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-20 |
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