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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-06 |
| TN | RA | APPROVED | 2021-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Nashville | TN | 07/2018 | 04/2021 |
| America First Credit Union | Salt Lake City | UT | 05/2013 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 04/2021 | Present |
I*532334 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Nashville, Tennessee, 37221 Nature of business: Position, title, association: Sole owner, Start date of relationship: 10/15/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-06 |
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