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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-31 |
| CA | RA | APPROVED | 2016-03-29 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
Queen Creek, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2014 | Present |
I*2039295, Entity Type, Entity Governmental, Name of OBA: Queen Creek High School, Address: Queen Creek, AZ, 85142, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 07/29/2024, No Hours: 10hrs/Weekly, No Hours during trading: 0, Duties: Volunteer Coach Coaching Football.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 2007-01-27 |
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