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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| IL | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Schaumburg | IL | 05/2026 | Present |
| Neuberger Berman | Chicago | IL | 09/2015 | 06/2017 |
| Morgan Stanley | Chicago | IL | 01/2018 | 11/2019 |
| Unemployed | Chicago | IL | 07/2017 | 12/2017 |
| Wells Fargo Clearing Services Llc | Chicago | IL | 11/2019 | 04/2020 |
| Merrill Lynch/Bank Of America | Schaumburg | IL | 04/2020 | 06/2024 |
| Rbc Capital Markets Llc | Chicago | IL | 06/2024 | 03/2025 |
| Edward Jones | St Louis | MO | 04/2025 | 05/2026 |
| Bank Of America, N.A. | Schaumburg | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-08 |
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