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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-14 |
| WA | RA | APPROVED | 2023-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Cincinnati | OH | 10/2016 | 11/2018 |
| None | Hebron | KY | 06/2016 | 10/2016 |
| Fifth Third Securities | Cincinnati | OH | 11/2018 | 09/2023 |
| Fifth Third Bank | Cincinnati | OH | 11/2018 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 09/2023 | Present |
| Bank Of America N.A. | Bellevue | WA | 10/2023 | Present |
I*5122273, Entity Type: For Profit , Name of OBA: Uber, Address: San Francisco, California, 94158, Investment Related: N, Position, Title, Association: Delivery Driver, Employee Start Date: 08/15/2026, No Hours: 20 Weekly, No Hours during Trading: 0 Weekly, Duties: Food delivery services, Ride Share and Food Delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-27 |
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