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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price Investment Services Inc. | Colorado Springs | CO | 07/2015 | 11/2022 |
| Morgan Stanley Smith Barney Llc | La Jolla | CA | 11/2022 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Fe | CA | 09/2024 | Present |
| Towson University | Towson | MD | 08/2020 | 12/2021 |
| Community College Of Baltimore County | Baltimore | MD | 01/2017 | 05/2020 |
| Bank Of America, N.A. | Rancho Santa Fe | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-23 |
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