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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 05/2026 | Present |
| Aflac | Auburn | AL | 05/2025 | 02/2026 |
| Ponko | Auburn | AL | 03/2025 | 05/2025 |
| Auburn University | Auburn | AL | 08/2020 | 05/2026 |
| Urban Wok | Auburn | AL | 05/2024 | 08/2024 |
| Ponko | Auburn | AL | 04/2022 | 01/2024 |
| Target | East Windsor | NJ | 09/2018 | 08/2021 |
| Unemployed | Robbinsville | NJ | 06/2016 | 09/2018 |
| Guthrie's Chicken | Auburn | AL | 09/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-28 |
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