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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2024-07-08 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
San Tan Valle, AZ • 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 | 06/2021 | 08/2023 |
| Starbucks | Chandler | AZ | 02/2020 | 06/2021 |
| Tempe Public Market Cafe | Tempe | AZ | 08/2019 | 02/2020 |
| Target | Mentor | OH | 06/2018 | 09/2019 |
| Kent State | Kent | OH | 08/2016 | 05/2019 |
| Red Creek Bar And Grill | Painesville | OH | 04/2018 | 08/2018 |
| Aramark | Kent | OH | 05/2018 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Chandler | AZ | 08/2023 | 05/2024 |
| Wells Fargo Bank, Na | Chandler | AZ | 08/2023 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2024 | Present |
| Arizona State University | Tempe | AZ | 08/2019 | 05/2021 |
| Bank Of America, N.A. | Chandler | AZ | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
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