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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-24 |
| OH | RA | APPROVED | 2025-11-20 |
Branch Locations
401 N Tryon St Ci Client Management, Charlotte, NC 28255 • United States
8890 Lyra Dr Adp- Home Office, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 08/2025 | Present |
| Unemployed | Sunbury | OH | 09/2024 | 07/2025 |
| Collins, Roche, Utley & Garner Llc | Dublin | OH | 04/2015 | 09/2024 |
| Bank Of America, N.A. | Columbus | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-19 |
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