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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-14 |
| CA | RA | APPROVED | 2022-12-09 |
Branch Locations
2565 W Chandler Blvd, Chandler, AZ 85224 • United States
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • 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 | 03/2019 | Present |
| Bridgeline Transportation | Eastvale | CA | 09/2015 | 03/2019 |
I*2470289, Entity Type: Entity For Profit, Name of OBA: Daily Transcription, Address: Los Angeles, California, 90045, Investment Related: N, Position, Title, Association: Consultant Independent Contractor, Employee State Date: 06/07/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: As a transcription freelancer, I'll be assigned files to transcribe from video/audio into text.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-26 |
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