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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-04 |
| KS | RA | APPROVED | 2025-12-05 |
Branch Locations
1 disclosure category 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 | Wichita | KS | 08/2025 | Present |
| Motto Mortgage Charged | Wichita | KS | 10/2022 | 08/2024 |
| Sierra Pacific Mortgage Company | Wichita | KS | 01/2021 | 10/2022 |
| Genesis Health Clubs | Wichita | KS | 08/2017 | 01/2021 |
| Wichita State University | Wichita | KS | 08/2011 | 08/2017 |
| Unemployed | Wichita | KS | 09/2024 | 07/2025 |
| Urban Cool Mortgage Llc | Wichita | KS | 10/2022 | 09/2024 |
| Bank Of America, N.A. | Wichita | KS | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
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