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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Riverside | CA | 07/2024 | 06/2025 |
| Pfs Investments, Inc. | Riverside | CA | 01/2025 | 06/2025 |
| Washington State University | Pullman | WA | 08/2022 | 06/2025 |
| California State University, Fullerton | Fullerton | CA | 01/2020 | 08/2022 |
| United States Marine Corps | Twentynine Palms | CA | 12/2007 | 12/2016 |
| University Of Nevada, Las Vegas | Las Vegas | NV | 01/2025 | Present |
| Citrus College | Glendora | CA | 12/2016 | 01/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2025 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas | NV | 03/2026 | Present |
| Bank Of America, N.A. | Las Vegas | NV | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-06 |
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