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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-16 |
| MS | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED | 2021-06-17 |
| LA | RA | APPROVED | 2021-06-08 |
Branch Locations
Scottsdale, AZ • United States
14636 N Scottsdale Rd Division- Mountain Pacific, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Orleans | LA | 09/2020 | Present |
| Investments & Wealth Institute | Greenwood Village | CO | 06/2014 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-05 |
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