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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-03 |
| NY | RA | APPROVED | 2026-05-19 |
Branch Locations
36 E 14Th St, New York, NY 10003 • United States
560 2Nd Ave, New York, NY 10016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of New Mexico | Albuquerque | NM | 06/2014 | 12/2018 |
| Oregon State University | Benton County | OR | 09/2024 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2026 | Present |
| Bank Of America, N.A. | New York | NY | 05/2026 | Present |
| Fidelity Investments | Albuquerque | NM | 06/2019 | 04/2026 |
| Camp Lincoln For The Boys | Nisswa | MN | 05/2017 | 08/2017 |
| Two Men And A Truck | Albuquerque | NM | 04/2018 | 02/2019 |
| Kay Jewelers | Albuquerque | NM | 11/2014 | 04/2018 |
| Fidelity Investments | Boston | MA | 04/2019 | 04/2026 |
I*4882272 Entity Type: For Profit Name of OBA: App creator Address: Yonkers, New York, 10701 Investment Related: No Position, Title, Association: Employee Employee Start Date: 07/12/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0 Duties: The purpose is to create apps for business such as barbershops, restaurants, consumer focused business and allow them to connect with consumers in a more stream less way. I'll be the app creator and marketer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-31 |
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