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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Las Vegas | NV | 04/2010 | 12/2018 |
| Zions Bancorporation N.A. Dba Nevada State Bank | Las Vegas | NV | 01/2019 | 11/2025 |
| Lpl Financial Llc | Las Vegas | NV | 06/2022 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas | NV | 11/2025 | Present |
| Bank Of America, N.A | Las Vegas | NV | 11/2025 | Present |
I*3197264, Entity Type, Name of OBA: Alliance of Mergers & Acquisition Advisors (AMAA) Address: Dallas Texas 75247 Investment Related: No Position, Title, Association: Committee Employee Start Date: 01/01/2023 No Hours: 1.5 monthly No Hours during trading: 1.5 monthly Duties: I am a steering committee member .My role is not financial in nature. It is simply to coordinate and help put together events that are held once a quarter . The events are educational in nature. Subject matter experts are invited to present and talk on relevant topics around business succession and exit planning. It is networking group that serves the educational and resource needs of the middle market M&A professionals including business owners who are looking to exit their businesses and need resources for the planning. I*3244265 Entity Type: For Profit Name of OBA: Once Again Inc Address: Las Vegas, Nevada, 89138 Investment Related: No Position, Title, Association: Other Employee Start Date: 12/30/2022 Number of Hours: 0 Number of Hours during trading: 0 Duties: My husband is a franchise owner of 7-11 convenience store and the franchise is run under his S-corp Once Again Inc. He has a gaming license and is 100% sole owner of Once Again Inc. The entity collects the gaming revenue generated from slots and run payroll expenses. I do not operate the business account and have no participation in the business. My name was added a few years back to the bank accounts as signer only as a precautionary measure so I can access the accounts if something was to happen to him.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-17 |
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