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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED_RES | 2023-06-14 |
| CA | RA | APPROVED | 2023-05-11 |
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 | Southlake | TX | 05/2021 | 01/2023 |
| Blue Signal Search | Phoenix | AZ | 05/2019 | 04/2021 |
| Offer Accepted - Extended Travel | Geneva | 01/2019 | 04/2019 | |
| South University | Chandler | AZ | 01/2018 | 12/2018 |
| Arizona State University | Tempe | AZ | 08/2016 | 12/2017 |
| Syracuse University | Syracuse | NY | 08/2012 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 04/2023 | Present |
| Offer Accepted - Extended Travel | Phoenix | AZ | 02/2023 | 03/2023 |
| Bank Of America, N.A. | Phoenix | AZ | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-31 |
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