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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-03 |
| WI | RA | APPROVED | 2022-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 07/2020 | Present |
| Massmutual Financial Services | Madison | WI | 01/2019 | 08/2019 |
| Bankers Life | Madison | WI | 06/2018 | 09/2018 |
| Thomasbradley Insurance | Madison | WI | 04/2017 | 09/2017 |
| Maple Bluff Country Club | Madison | WI | 05/2017 | 08/2017 |
| Iowa State University | Ames | IA | 03/2017 | 04/2017 |
| University Of Wisconsin | Madison | WI | 09/2017 | 05/2020 |
| Iowa State University | Ames | IA | 08/2016 | 05/2017 |
| Middleton High School | Middleton | WI | 09/2012 | 09/2016 |
| Wando Ventures Inc | Madison | WI | 11/2018 | 09/2019 |
| Bank Of America N.A. | Madison | WI | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-16 |
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