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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-06 |
| FL | RA | APPROVED | 2022-05-31 |
Branch Locations
1201 Pacific Ave Ci Client Management, Tacoma, WA 98402 • United States
6311 Atrium Dr Ci Client Management, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Greenwich | CT | 07/2014 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brandon | FL | 04/2022 | Present |
| Bank Of America N.A. | Brandon | FL | 04/2022 | Present |
I*4406285 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Riverview, Florida, 33569 Investment Related: Yes Position, Title, Association: Co-owner with other family members Employee Start Date: 07/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Rental property. Co-owner with other family members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-29 |
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