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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-02 |
Branch Locations
3811 Bedford Avenue Suite 201, Nashvilee, TN 37215 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood | TN | 01/2019 | 09/2021 |
| U.S. Trust Bank Of America Private Wealth Management | Nashville | TN | 07/2015 | 12/2018 |
| Bank Of America N.A. | Brentwood | TN | 02/2019 | 09/2021 |
| Covenant Partners, Llc | Nashville | TN | 10/2021 | 03/2026 |
| Cerity Partners Llc | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-10 |
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