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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| NY | RA | APPROVED | 2026-03-11 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
75 Rockefeller Plz Adp- Home Office, New York, NY 10019 • United States
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 | New York | NY | 11/2023 | Present |
| The Corcoran Group | New York | NY | 09/2012 | 03/2020 |
| Unemployed | Westport | CT | 04/2020 | 10/2023 |
| Bank Of America, N.A. | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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