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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | MO | 01/2025 | Present |
| Self Employed | San Pedro | CA | 03/2020 | 12/2024 |
| Door Dash | San Pedro | CA | 06/2017 | 03/2020 |
| River Rock Guesthouses | Three Rivers | CA | 01/2018 | 03/2020 |
| Unemployed | San Pedro | CA | 07/2016 | 06/2017 |
| Blue Bird Investment Advisory Llc | Willard | MO | 06/2024 | 01/2025 |
| Bank Of America, N.A. | Springfield | MO | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-03 |
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