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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-07 |
| TX | RA | APPROVED_RES | 2021-10-07 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 06/2016 | 07/2021 |
| Bank Of America, N.A. | Scottsdale | AZ | 03/2017 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-11 |
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