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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-07 |
| TN | RA | APPROVED | 2022-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood | TN | 02/2022 | Present |
| Green Cut Lawn | Bloomfield Hills | MI | 08/2015 | 09/2019 |
| Arizona State University | Tempe | AZ | 08/2015 | 05/2019 |
| Bank Of America, N.A. | Miamisburg | OH | 12/2020 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miamisburg | OH | 09/2019 | 12/2020 |
I*: 2466286 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Nashville, TN 37205 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/15/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Co-owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-25 |
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