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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-17 |
| TN | RA | APPROVED | 2025-10-03 |
Branch Locations
1600 West End Avenue Suite 1390, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 06/2017 | 10/2025 |
| University Of Kentucky | Lexington | KY | 08/2014 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 05/2016 | 10/2016 |
| Bank Of America, N.A. | Nashville | TN | 12/2017 | 10/2025 |
| Oppenheimer & Co. Inc. | Nashville | TN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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