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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-02 |
| CA | RA | APPROVED | 2025-12-01 |
Branch Locations
3148 E Fry Blvd, Sierra Vista, AZ 85635 • United States
7130 N Oracle Rd, Tucson, AZ 85704 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 07/2025 | Present |
| Carmax | Tucson | AZ | 09/2024 | 07/2025 |
| Bank Of America | Tucson | AZ | 01/2024 | 09/2024 |
| Carmax | Tucson | AZ | 03/2016 | 05/2017 |
| Carmax | Murrieta | CA | 05/2017 | 03/2018 |
| Carmax | Tucson | AZ | 03/2018 | 03/2022 |
| Carmax | Albuquerque | NM | 03/2022 | 01/2024 |
| Dsdp Llc | Tucson | AZ | 03/2024 | 06/2024 |
| Bank Of America, N.A. | Sierra Vista | AZ | 10/2025 | Present |
I*4480269 Entity Type: For Profit, Publicly Traded Name of OBA: Lyft Address: San Francisco, California, 94107 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 04/24/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0 Duties: Part time driving on the weekends. Drive customer from point A to point B
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
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