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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-17 |
| FL | RA | APPROVED | 2022-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Palm Springs | FL | 02/2014 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Palm Springs | FL | 06/2018 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 06/2019 | 10/2019 |
| Bank Of America, N.A. | Palm Beach | FL | 07/2019 | 10/2019 |
| Wells Fargo Bank, Na | Boynton Beach | FL | 11/2019 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Boynton Beach | FL | 12/2019 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 07/2022 | Present |
| Unemployed | West Palm Beach | FL | 05/2022 | 07/2022 |
| Bank Of America, N.A. | Jupiter | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-29 |
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