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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-13 |
Branch Locations
6060 Poplar Ave, Memphis, TN 38119 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petra Cafe | Germantown | TN | 02/2020 | 04/2025 |
| Cork's Wine & Liquor | Germantown | TN | 03/2019 | 02/2020 |
| Outback Steakhouse | Cordova | TN | 09/2018 | 03/2019 |
| Jimmy Johns | Cordova | TN | 12/2017 | 09/2018 |
| Legacy Wealth Management | Memphis | TN | 05/2025 | 06/2025 |
| St. Benedict At Auburndale | Cordova | TN | 01/2015 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Memphis | TN | 02/2026 | Present |
| Petra Cafe | Germantown | TN | 07/2025 | 02/2026 |
| Bank Of America, N.A. | Memphis | TN | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
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