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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-28 |
Branch Locations
2505-2565 W Chandler Blvd Wealth Management Client Care, Chandler, AZ 85224 • United States
1100-1800 American Blvd Wealth Management Client Care, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 11/2025 | Present |
| Barton Associates | Tempe | AZ | 05/2024 | 04/2025 |
| Costco Wholesale | Chandler | AZ | 06/2023 | 05/2024 |
| Brener Zwikel & Associates | Phoenix | AZ | 01/2023 | 02/2023 |
| Sunhome | Chandler | AZ | 06/2022 | 08/2022 |
| Arizona Cardinals | Glendale | AZ | 10/2021 | 02/2022 |
| Cyc Solutions | Casa Grande | AZ | 04/2020 | 08/2020 |
| Arizona State University | Tempe | AZ | 08/2020 | 12/2023 |
| Casa Grande Union High School | Casa Grande | AZ | 08/2016 | 05/2020 |
| Unemployed | Phoenix | AZ | 04/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-01 |
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