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32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 07/2019 | 06/2021 |
| Unemployed | Raeford | NC | 09/2017 | 07/2019 |
| The Pilot, Llc | Southern Pines | NC | 02/2017 | 09/2017 |
| Bank Of America | Fayetteville | NC | 07/2011 | 11/2016 |
| Bank Of America, N.A. | Vienna | VA | 08/2019 | 06/2021 |
| Ellevest | New York | NY | 06/2021 | 04/2022 |
| Nextcapital (Acquired By Goldman Sachs) | Chicago | IL | 04/2022 | 08/2022 |
| Goldman Sachs | Chicago | IL | 08/2022 | 07/2025 |
| Domain Money Advisors, Llc | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-15 |
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