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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-11-01 |
| CA | RA | APPROVED | 2012-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Phoenix | AZ | 03/2012 | Present |
| Bank Of America N.A | Phoenix | AZ | 08/2012 | Present |
I*56212For profit or not for profit: For-Profit OrganizationName of outside business organization: Halcyon Enterprise, LLCInvestment related: NoAddress of business: Phoenix, Arizona 85041Position, title, association: OwnerStart date of relationship: 7/31/2007Number of hours devoted: 0 Number of hours devoted during trading hours: 0Duties: This LLC is inactive, the business was active from 2005-2007I*3994268Entity Type: For ProfitName of OBA: AZ Foam Cannon Rentals, LLCAddress: Phoenix, Arizona, 85042Investment Related: NoPosition, Title, Association: General Partner/Managing Member,OwnerEmployee Start Date: 03/20/2026Number of Hours: 10, MonthlyNumber of Hours during trading: 0Duties: Foam machine rental for parties Owner of company, manage bookings, sales, administration. I*4695269 Entity Type: Entity For Profit Name of OBA: Optiform Research, LLC Address: Phoenix, Arizona, 85042 Investment Related: No Position, Title, Association: Officer Employee Start Date: 06/29/2026 Number of Hours: 6, Monthly Number of Hours during trading: 0, Monthly Duties: Supplements and Wellness Products Owner, general oversight.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-05 |
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