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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-11 |
| CA | RA | APPROVED | 2026-03-09 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2025 | Present |
| Archwest Capital | Irvine | CA | 05/2025 | 01/2026 |
| Rocket Mortgage | Phoenix | AZ | 05/2024 | 04/2025 |
| Brenance Llc | Murrieta | CA | 11/2023 | 05/2024 |
| Us Bank | Scottsdale | AZ | 05/2022 | 11/2023 |
| Wells Fargo | Scottsdale | AZ | 07/2014 | 05/2022 |
| Bank Of America, N.A. | Chandler | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
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