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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-02 |
| NH | RA | APPROVED | 2025-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| District Taco | Falls Church | VA | 05/2016 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2020 | 11/2021 |
| Northwestern Mutual Investment Services Llc | Little Rock | AR | 12/2020 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portsmouth | NH | 11/2022 | Present |
| Instacart | Arlington | VA | 03/2018 | 08/2024 |
| Alaska Expedition | Wasilla | AK | 08/2022 | 10/2022 |
| Bank Of America, N.A. | Portsmouth | NH | 06/2025 | Present |
I*: 2199297 Entity Type: For Profit Name of OBA: Evelynn's Delights - A Cottage Bakery Address: Exeter, NH Investment Related: No Position, Title, Association: Owner Start Date: 3/1/2025 No Hours: 5 hrs mthly No Hours during trading: 0 Duties: I will bake treats at from-home bakery and sell goods to individuals or at fairs/events. I will be the sole employee/owner/baker.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
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