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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-21 |
| TX | RA | APPROVED | 2020-01-16 |
| CA | RA | APPROVED | 2019-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel | CA | 08/2017 | Present |
| Mission Healthcare | San Diego | CA | 08/2016 | 08/2017 |
| Bank Of America, N.A. | Carmel | CA | 11/2019 | Present |
| Indiana Wesleyan University | Marion | IN | 02/2020 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-11 |
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