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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-15 |
| NY | RA | APPROVED | 2025-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc | New York | NY | 02/2015 | 01/2017 |
| Capital One Investing, Llc | New York | NY | 02/2017 | 08/2017 |
| Merrill Lynch | Brooklyn | NY | 09/2017 | 05/2018 |
| Bank Of America Na | Brooklyn | NY | 09/2017 | 05/2018 |
| Santander Bank, Na | Boston | MA | 05/2018 | 02/2019 |
| Santander Securities, Llc | Dorchester | MA | 05/2018 | 03/2019 |
| Jpmorgan Chase Bank Na | New York | NY | 03/2019 | 06/2023 |
| Equitable Advisors Llc | New York | NY | 09/2023 | 11/2023 |
| Masterworks Advisers | New York | NY | 11/2023 | 05/2024 |
| Edward Jones | St Louis | MO | 05/2024 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2025 | Present |
| Jerusalem Report | New York | NY | 06/2025 | 09/2025 |
| Bank Of America, N.A. | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-08 |
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