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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED_RES | 2025-01-28 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2024 | Present |
| Marcor Greenwood | Gilbert | AZ | 11/2023 | 09/2024 |
| Auto Transport Group | Ogden | UT | 01/2023 | 11/2023 |
| Carvana | Tolleson | AZ | 02/2022 | 01/2023 |
| Central Oregon Truck Company | Redmond | OR | 04/2018 | 02/2022 |
| Brady Trucking | Vernal | UT | 01/2018 | 04/2018 |
| Tri Star Logging | Snowflake | AZ | 05/2017 | 01/2018 |
| Cr England | Salt Lake City | UT | 02/2017 | 05/2017 |
| Aflac | Pinetop | AZ | 03/2016 | 02/2017 |
| Life Leadership | Cary | NC | 06/2014 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
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