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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-12 |
| CA | RA | APPROVED | 2025-11-20 |
Branch Locations
20944 N John Wayne Pkwy, Maricopa, AZ 85139 • United States
29822 N Cave Creek Rd, Cave Creek, AZ 85331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Maricopa | AZ | 08/2025 | Present |
| Arizona Cardinals Football Club | Tempe | AZ | 12/2023 | 08/2025 |
| Nascar | Daytona Beach | FL | 01/2023 | 11/2023 |
| Bh Management | Nashville | TN | 05/2019 | 12/2022 |
| Wittern Group | Des Moines | IA | 08/2018 | 07/2022 |
| Adel Community Pool | Adel | IA | 06/2018 | 08/2018 |
| Hyvee | Waukee | IA | 01/2015 | 05/2017 |
| Van Meter High School | Van Meter | IA | 05/2017 | 06/2018 |
| Ups | West Des Moines | IA | 11/2020 | 01/2021 |
| Ups | De Soto | IA | 12/2021 | 01/2022 |
| Iowa State University | Ames | IA | 08/2018 | 05/2022 |
| Van Meter High School | Van Meter | IA | 05/2017 | 06/2018 |
| Bank Of America, N.A. | Maricopa | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
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