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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-21 |
| KY | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lexington | KY | 06/2009 | 06/2021 |
| Ameriprise Financial Services, Llc | Lexington | KY | 12/2021 | 07/2023 |
| Unemployed | Lexington | KY | 06/2021 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | KY | 07/2023 | Present |
| Bank Of America N.A. | Lexington | KY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-03 |
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