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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED_RES | 2022-06-06 |
| CA | RA | APPROVED | 2022-05-24 |
Branch Locations
510 E 96Th St, Indianapolis, IN 46240 • United States
3455 Peachtree Rd Ne Workplace Benefits, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds Distributors/Capital Group | Los Angeles | CA | 07/2013 | 05/2017 |
| Mercer | Los Angeles | CA | 06/2017 | 12/2017 |
| Mmc Securities | Los Angeles | CA | 09/2017 | 12/2017 |
| Usi Consulting Group, Inc. | Glastonbury | CT | 07/2018 | 05/2021 |
| Usi Securities, Inc. | Glastonbury | CT | 07/2018 | 06/2021 |
| Usi Advisors, Inc. | Glastonbury | CT | 07/2018 | 06/2021 |
| Unemployed | Irvine | CA | 12/2017 | 07/2018 |
| Equitable Advisors, Llc | New York | NY | 06/2021 | 05/2022 |
| Burnham Gibson Wealth Advisors, Llc | Irvine | CA | 06/2021 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 05/2022 | Present |
I*1904274, Entity Type, Entity not for profit, Name of OBA: G and B C Irrevocable Family Trust, Address: Wake Forest, NC, 27587, Investment Related: No, Position, Title, Association: Co-Trustee, Employee Start Date: 4/22/2024, No Hours: 0, No Hours during trading: 0, Duties: I am a co-trustee on my parents Irrevocable Trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
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