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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-23 |
| PA | RA | APPROVED | 2024-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Millburn | NJ | 05/2014 | 10/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 11/2017 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 07/2024 | Present |
| Bank Of America, N.A. | Wayne | PA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-23 |
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