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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-19 |
Branch Locations
6400 S Fiddlers Green Cir, Greenwood Village, CO 80111 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 01/2026 | Present |
| Beyond6/Chevron | Saratoga Springs | NY | 10/2019 | 09/2025 |
| Amp Americas | Chicago | IL | 05/2013 | 09/2019 |
| Unemployed | Denver | CO | 10/2025 | 01/2026 |
| Colorado State University | Fort Collins | CO | 05/2021 | 05/2024 |
| Bank Of America, N.A. | Greenwood Village | CO | 02/2026 | Present |
I*3992266, Entity Type Rental Property, Name of OBA: Rental Property 1 Address: DenverColorado80222 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 03/10/2026 No Hours: 0 No Hours during trading: 0 Duties: Sole owner/rental property I*4162275, Entity Type: For Profit, Name of OBA: 3299 Leasing LLC, Address: Denver, Colorado, 80222, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 05/21/2022, No Hours: 0 No Hours during Trading: 0, Duties: None - home is not currently being rented, LLC is for rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-19 |
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