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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-17 |
Branch Locations
60 E South Temple St Investment Solutions Group, Salt Lake City, UT 84111 • United States
One Bryant Park Investment Solutions Group, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc. | Clive | IA | 06/2016 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 09/2024 | Present |
I*4772284, Entity Type: Entity Charitable, Name of OBA: NCAA - DIII, Address: Indianapolis, Indiana, 46206, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 09/05/2026, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: College Football Official - Individual, College Football Officiating
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-30 |
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