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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| CA | RA | APPROVED | 2026-05-28 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 11/2016 | 08/2018 |
| Bank Of America, N.A. | Chandler | AZ | 11/2016 | 08/2018 |
| Bankers Life | Mesa | AZ | 08/2016 | 11/2016 |
| Bank Of The West | Tempe | AZ | 08/2018 | 09/2021 |
| Bancwest Investment Services, Inc. | Tempe | AZ | 08/2018 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2026 | Present |
| Indicar Of Daytona | Daytona Beach | FL | 09/2021 | 12/2023 |
| Hanania Mitsubishi | Jacksonville | FL | 12/2023 | 09/2024 |
| Unemployed | Jacksonville | FL | 09/2024 | 10/2024 |
| Autonation Ford/Lincoln Of Orange Park | Jacksonville | FL | 10/2024 | 02/2026 |
| Unemployed | Oceanside | CA | 02/2026 | 03/2026 |
| Bank Of America, N.A. | Chandler | AZ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-27 |
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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