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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-02-01 |
| KY | RA | APPROVED | 2022-10-14 |
| MI | RA | APPROVED | 2016-11-07 |
| TX | RA | APPROVED_RES | 2016-10-28 |
Branch Locations
101 Bullitt Ln, Louisville, KY 40222 • United States
Lexington, IN • United States
6000 Fairview Rd, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Restaurant Group | Newport Beach | CA | 01/2010 | Present |
| Bank Of America, N.A. | Okemos | MI | 10/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Okemos | MI | 10/2016 | Present |
| Unemployed | Holt | MI | 08/2016 | 10/2016 |
1. Trinity Restaurant Group, Not Investment-related, Newport Beach, CA, USA, District Manager, Start Date: 01/01/2010, 50 hrs per week, 35 trading hrs per week, Management, Duties: oversee 5 full service restaurants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-01 |
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