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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-12-18 |
| TX | RA | APPROVED | 2023-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Belleview | FL | 08/2022 | Present |
| Unemployed | Lady Lake | FL | 04/2022 | 08/2022 |
| Reliant Bank / United Community Bank | Clarksville | TN | 09/2021 | 04/2022 |
| Bank Of America | Madison | TN | 03/2020 | 09/2021 |
| Fortera Credit Union | Clarksville | TN | 09/2019 | 03/2020 |
| Unemployed | Clarksville | TN | 05/2019 | 09/2019 |
| Mb Financial Bank / 5/3 Bank | Rosemont | IL | 03/2006 | 05/2019 |
| Bank Of America, N.A. | Belleview | FL | 09/2022 | Present |
I*1191271 For profit or not for profit: Entity For Profit Name of outside business organization: Yarn and Paws Creations Investment related: N Address of business: Lady Lake, Florida, 32159 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 3/6/2023 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Owner of Yarn and Paws Creations -crochet business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-25 |
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