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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-28 |
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
8075 N Hayden Rd, Scottsdale, AZ 85258 • United States
16851 N Tatum Blvd, Phoenix, AZ 85032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 05/2025 | Present |
| Beyond Normal Payments | Scottsdale | AZ | 01/2024 | 05/2025 |
| Elev8 Advisors Group | Scottsdale | AZ | 05/2022 | 12/2023 |
| Sportsman's Paradise | Gilbert | AZ | 08/2016 | 08/2020 |
| Arizona State University | Tempe | AZ | 08/2020 | 12/2023 |
| Highland High School | Gilbert | AZ | 08/2016 | 05/2020 |
| Bank Of America, N.A. | Phoenix | AZ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-31 |
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