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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-15 |
| KS | RA | APPROVED | 2022-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2018 | 05/2021 |
| Unishippers Of Cache Valley | Tooele | UT | 10/2017 | 02/2018 |
| Gunnison Valley Health | Gunnison | CO | 06/2017 | 08/2017 |
| Mcdonald's | Logan | UT | 02/2017 | 05/2017 |
| Utah State University | Logan | UT | 08/2015 | 05/2018 |
| Robinhood Financial, Llc | Tempe | AZ | 05/2021 | 08/2022 |
| Robinhood Markets, Inc | Tempe | AZ | 06/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 09/2022 | Present |
| Humana | Scottsdale | AZ | 06/2018 | 09/2018 |
| Bank Of America N.A. | Leawood | KS | 12/2022 | Present |
I*2239306, Entity Type, Name of OBA: Rental Property 1 Address: PhoenixArizona85050 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 03/13/2025No Hours: 10 Yearly No Hours during trading: 0 Duties: I*3828270, Entity Type: , Name of OBA: The Connection KC, Address: Lenexa , Kansas, 66215, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 02/26/2026, No Hours: 1.5 Weekly, No Hours during Trading: 1.5 Weekly, Duties: Record minutes, participate in board meetings, attend networking meetings and events, Professional networking group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-08 |
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