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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-14 |
| CA | RA | APPROVED | 2017-08-03 |
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 | 03/2016 | Present |
| Bank Of America, N.A. | Chandler | AZ | 08/2017 | Present |
I*2786282, Entity Type, Name of OBA: Rental Property 1 Address: chandlerArizona85226 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/01/2025 No Hours: 10 Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-11 |
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