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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-22 |
| CA | RA | APPROVED | 2018-05-29 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
3400 Pawtucket Ave Ci Client Services, Riverside, RI 02915 • United States
San Tan Valley, 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 | 02/2018 | Present |
| Bank Of America | Queen Creek | AZ | 10/2016 | 02/2018 |
| Us Bank | Chandler | AZ | 05/2012 | 09/2016 |
| Arizona State University | Tempe | AZ | 08/2005 | 08/2017 |
| Bank Of America, N.A. | Chandler | AZ | 08/2019 | Present |
I*1465249 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: San Tan Valley, Arizona, 85143, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 10/1/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-18 |
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