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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| IL | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2012 | 08/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2016 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 11/2017 | 11/2021 |
| Bank Of America, N.A. | Boston | MA | 11/2017 | 11/2021 |
| Unemployed | Boston | MA | 08/2017 | 11/2017 |
| E*Trade Securities Llc | Chicago | IL | 11/2021 | Present |
| E*Trade Capital Management Llc | Chicago | IL | 11/2021 | Present |
| Morgan Stanley | Chicago | IL | 03/2023 | Present |
| Morgan Stanley | Chicago | IL | 09/2023 | Present |
| Morgan Stanley | Chicago | IL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-24 |
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