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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-15 |
| PA | RA | APPROVED | 2023-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 09/2018 | 04/2022 |
| The Meltzer Group | Bethesda | MD | 05/2017 | 08/2017 |
| Catholic University | N/A | NY | 08/2014 | 05/2018 |
| Memoryblue | Tysons Corner | VA | 06/2018 | 08/2018 |
| Lincoln Financial Advisors Corporation | Philadelphia | PA | 04/2022 | 11/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 11/2023 | Present |
| Bank Of America N.A. | Philadelphia | PA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
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