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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-10 |
| IL | RA | APPROVED | 2022-01-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Td Ameritrade/Charles Schwab | St. Louis | MO | 10/2020 | 06/2021 |
| Amazon | Edwardsville | IL | 06/2020 | 08/2020 |
| Barnes Jewish Hospital | St Louis | MO | 03/2020 | 07/2020 |
| Pediatric Endocrinology Specialists | Duluth | GA | 02/2020 | 02/2020 |
| United Allergy Services | San Antonio | TX | 02/2018 | 08/2019 |
| Access Bank | Omaha | NE | 06/2017 | 11/2017 |
| Kid Zone | Edwardsvills | IL | 09/2016 | 05/2017 |
| Wells Fargo Clearing Services Llc | St. Louis | MO | 06/2021 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Swansea | IL | 10/2021 | Present |
| Midwest Valet Parking | Saint Louis | MO | 09/2020 | 10/2020 |
| Covenant Care Midwest | Omaha | NE | 01/2018 | 02/2018 |
| Kroger | Lilburn | GA | 02/2020 | 02/2020 |
| Aureon Hr | Roswell | GA | 08/2019 | 08/2019 |
| Wal-Mart | Omaha | NE | 06/2017 | 07/2017 |
| Hire Dynamics, Llc | Atlanta | GA | 10/2019 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-19 |
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