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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-16 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 02/2014 | 02/2017 |
| Bank Of America N.A. | Charlotte | NC | 12/2014 | 02/2017 |
| Massachusetts Mutual Life Insurance Company | Charlotte | NC | 03/2017 | 04/2024 |
| Mml Investors Services, Llc | Charlotte | NC | 03/2017 | 04/2024 |
| Savvy | Charlotte | NC | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-02 |
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