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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| MO | RA | APPROVED | 2023-01-06 |
Branch Locations
8944 Saint Charles Rock Rd, Saint Louis, MO 63114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Noblesville | IN | 08/2014 | 01/2019 |
| The Huntington Investment Company | Danville | IN | 04/2019 | 09/2020 |
| Pnc Investment | St. Charles | MO | 09/2020 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Louis | MO | 11/2022 | Present |
| Unemployed | Chesterfield | MO | 08/2022 | 11/2022 |
| Bank Of America, N.A. | Saint Louis | MO | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-19 |
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