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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| CA | RA | APPROVED | 2023-02-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 10/2018 | 12/2019 |
| United Parcel Service (Ups) | Tucson | AZ | 09/2018 | 12/2018 |
| University Of Arizona | Tucson | AZ | 08/2014 | 07/2018 |
| The Home Depot | Tucson | AZ | 08/2018 | 09/2018 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 10/2018 | 12/2019 |
| Jpmorgan Chase Bank, N.A. | Tucson | AZ | 12/2019 | 07/2021 |
| Jp Morgan Securities Llc | Tucson | AZ | 12/2019 | 07/2021 |
| University Of Arizona Parking And Transportation | Tucson | AZ | 01/2016 | 05/2017 |
| Mml Investors Services, Llc | Tucson | AZ | 03/2022 | 05/2022 |
| Mass Mutual Insurance Company | Tucson | AZ | 02/2022 | 05/2022 |
| Unemployed | Tucson | AZ | 07/2021 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 12/2022 | Present |
| Choice Connections Llc | Tucson | AZ | 05/2022 | 12/2022 |
| Bank Of America N.A. | Tucson | AZ | 03/2023 | Present |
I*1111303For profit or not for profit: Entity For ProfitName of outside business organization: Choice Connections LLCInvestment related: NAddress of business: OBA, OBA, OBANature of business: LLC Position, title, association: OwnerStart date of relationship: 5/27/2023Number of hours devoted: 5 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Would like to re-open side business focusing on selling hats, t-shirts, shoes, and other clothing options. I*2757301 Entity Type: For Profit Name of OBA: Community Connect Address:Tucson Arizona Investment Related:No Position, Title, Association:Owner Start Date:08/25/2025 No Hours: 3 Monthly No Hours during trading:0 Monthly Duties:Operate a small local digital display business placing screens for ads. Passive/administrative role; no securities or financial advice. No conflict with Merrill duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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