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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-05 |
Branch Locations
One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States
620 S Tryon St Gwim Chief Investment Office (Cio), Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2024 | Present |
| Msci | New York | NY | 03/2020 | 07/2024 |
| Hamilton Etfs | Toronto | 09/2018 | 02/2020 | |
| Wilfrid Laurier University | Waterloo | 08/2014 | 09/2018 | |
| Manulife | Toronto | 09/2016 | 12/2016 | |
| Hamilton Etfs | Toronto | 05/2017 | 08/2017 | |
| Rbc Capital Markets | Toronto | 01/2018 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-04 |
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