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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-16 |
| CT | RA | APPROVED | 2024-08-08 |
| NY | RA | APPROVED | 2024-08-08 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 01/2019 | 07/2024 |
| Barnum Financial Group | Shelton | CT | 06/2017 | 07/2017 |
| Unemployed | Clemson | SC | 06/2014 | 06/2017 |
| Unemployed | Clemson | SC | 09/2017 | 01/2019 |
| Bank Of America N.A. | Boston | MA | 02/2024 | 07/2024 |
| Morgan Stanley | New York | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
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