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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| CA | RA | APPROVED | 2023-02-27 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Tempe | AZ | 11/2005 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2022 | Present |
I*3319271, Entity Type: Entity For Profit, Name of OBA: Go Grow With Bri-Fo, Address: gilbert, Arizona, 85295, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 02/01/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Coaching- I will provide coaching support on an ongoing and/or as needed basis related to lifestyle and mindset.. Non-finance or investment related. No industry correlation, mindset coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-09 |
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