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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-18 |
| DE | RA | APPROVED | 2024-09-06 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 06/2019 |
| Best Buy | Wilmington | DE | 09/2014 | 01/2021 |
| Corporation Service Company | Wilmington | DE | 05/2017 | 03/2019 |
| New Penn Financial | Plymouth Meeting | PA | 06/2016 | 05/2017 |
| Lyft Inc. | Newark | DE | 07/2017 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 08/2019 | Present |
| Bank Of America, N.A. | Wilmington | DE | 06/2024 | Present |
I*: 2422258 Entity Type: For Profit,Entity Publicly Traded Name of OBA: Facebook Marketplace Address: Palo Alto, CA 94304 Investment Related: No Position, Title, Association: Consultant/ Independent Contractor Employee Start Date: 5/3/2025 Number of Hours: 60 hrs annually Number of Hours during trading: 0 Duties: Selling used general goods online to other consumers. I*: 2421258 Entity Type: For Profit, Entity Publicly Traded Name of OBA: Amazon.com, Inc. Address: Seattle, WA 98109 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 5/3/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Allowing customers to find general goods online for purchase. I will be delivering packages to customers residents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
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