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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-07-24 |
| TX | RA | APPROVED_RES | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Washington | DC | 07/2021 | 07/2025 |
| Keller Williams Realty, Inc. | New Orleans | LA | 06/2020 | 10/2020 |
| Compliance.aI | San Francisco | CA | 08/2019 | 06/2020 |
| Wake Forest University | Winston-Salem | NC | 08/2017 | 05/2021 |
| Bullis | Potomac | MD | 01/2011 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2025 | Present |
| Bank Of America, N.A. | Washington | DC | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
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