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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-01-05 |
| TX | RA | APPROVED | 2021-08-02 |
| CO | RA | APPROVED | 2020-12-14 |
| FL | RA | APPROVED | 2020-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 05/2020 | 11/2021 |
| Ohio State University | Columbus | OH | 08/2016 | 05/2020 |
| Frankel Realty | Jupiter | FL | 05/2018 | 08/2018 |
| Bank Of America | Palm Beach Garden | FL | 06/2019 | 08/2019 |
| Bank Of America N.A. | Palm Beach Gardens | FL | 08/2020 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2021 | Present |
| Bank Of America N.A. | Atlanta | GA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-14 |
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