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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
| FL | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 10/2020 | 12/2024 |
| Each Enterprise | Barrington | IL | 06/2020 | 08/2020 |
| Oneamerica | Indianapolis | IN | 08/2018 | 07/2019 |
| Byu-Idaho | Rexburg | ID | 01/2016 | 01/2020 |
| Conduent | Anderson | IN | 08/2015 | 12/2017 |
| Teleservices Direct | Anderson | IN | 08/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradenton | FL | 01/2025 | Present |
| Unemployed | North Barrington | IL | 02/2020 | 09/2020 |
| First Call Temporary Service | Pendleton | IN | 11/2016 | 12/2016 |
| Bank Of America, N.A. | Bradenton | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-13 |
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