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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| MT | RA | APPROVED | 2026-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Billings | MT | 04/2026 | Present |
| Kampgrounds Of America Inc. | Billings | MT | 05/2022 | 04/2026 |
| Wells Fargo | Billings | MT | 10/2008 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-17 |
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