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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-10-01 |
| NJ | RA | APPROVED | 2025-03-28 |
| NY | RA | APPROVED | 2025-03-28 |
| TX | RA | APPROVED | 2025-03-25 |
Branch Locations
New Orleans, LA • United States
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mandeville | LA | 04/2015 | 08/2019 |
| Bank Of America, N.A. | Mandeville | LA | 06/2015 | 08/2019 |
| Zions Bancorporation | Houston | TX | 08/2019 | 07/2021 |
| Lpl Financial Llc | Houston | TX | 12/2019 | 07/2021 |
| Pnc Capital Markets | Houston | TX | 07/2021 | 08/2023 |
| Pnc Capital Advisors, Llc | Dallas | TX | 07/2021 | 08/2023 |
| Mercer Global Advisors Inc. | Houston | TX | 04/2024 | Present |
| Unemployed | Houston | TX | 08/2023 | 04/2024 |
| Blackrock Investments, Llc | Houston | TX | 03/2025 | Present |
| Blackrock | Houston | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-31 |
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