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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
534 Broadhollow Rd Suite 200 2Nd Fl, Melville , NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 11/2011 | 01/2026 |
| Bank Of America, N.A. | Melville | NY | 02/2012 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc | Melville | NY | 01/2026 | Present |
I*2215376, Entity Type: , Name of OBA: D R, Address: EAST ROCKAWAY, New York, 11518, Investment Related: N, Position, Title, Association: Administrator, Employee State Date: 03-Mar-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-22 |
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