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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
| NM | RA | APPROVED | 2025-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington | NM | 01/2025 | Present |
| Unemployed | Tallahassee | FL | 12/2021 | 10/2022 |
| Lost Coast Gardeners | Loleta | CA | 01/2015 | 12/2021 |
| Sequoia Football Club | Eureka | CA | 01/2017 | 11/2021 |
| It's Alive Kombucha | Bayside | CA | 03/2016 | 03/2020 |
| Bank Of America N.A. | Farmington | NM | 10/2022 | 01/2025 |
| Bank Of America, N.A. | Farmington | NM | 02/2025 | Present |
I*3592268, Entity Type: Entity Charitable, Name of OBA: Trout Unlimited, Address: Durango, Colorado, 81301, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 02/01/2026, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Vice President, Conservation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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