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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-01 |
| TN | RA | APPROVED | 2022-02-25 |
| TX | RA | APPROVED | 2022-02-24 |
Branch Locations
550 Hills Dr, Bedminster, NJ 07921 • United States
5005 Maryland Way Ste 125, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 09/2016 | 01/2022 |
| Bank Of America N.A. | Nashville | TN | 09/2016 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-04 |
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