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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| NY | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2018 | 05/2020 |
| University Of Miami | Coral Gables | FL | 08/2014 | 05/2018 |
| First Republic Securities Company, Llc | New York | NY | 05/2020 | 04/2026 |
| First Republic Investment Management, Inc. | New York | NY | 05/2020 | 04/2026 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2026 | Present |
| Bank Of America, N.A. | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-14 |
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