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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-31 |
| ID | RA | APPROVED | 2025-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Boise | ID | 10/2014 | 06/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2021 |
| Nationwide Investment Services Corporation | Columbus | OH | 11/2021 | 08/2023 |
| Unemployed | Meridian | ID | 07/2021 | 11/2021 |
| Empower Financial Services, Inc | Greenwood Village | CO | 09/2023 | 02/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 09/2023 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Meridian | ID | 04/2025 | Present |
| Unemployed | Meridian | ID | 02/2024 | 04/2025 |
| Bank Of America, N.A. | Meridian | ID | 06/2025 | Present |
I*: 2436272 Entity Type: For Profit Name of the other business: B. Family Management Company LLC Investment-related: No Address of the other business: Meridian ID 83646 Nature of the other business: Administration only to employ my minor children in spouse's small business during the summer months. Your position: Owner/Agent Title, or relationship with the other business: Owner Start date of your relationship: 6/20/2024 Approximate number of hours/month you devote to the other business: 1 or less Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I track the hours worked by my minor children at my spouse's dental lab business. B. Family Management Company LLC issues an invoice to his business. That invoice is paid to B. Family Management Company LLC and then I, as the agent for the LLC, write a check payable to each of my children for their hours worked.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-01 |
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