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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-18 |
| TN | RA | APPROVED | 2021-09-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | IN | 09/2013 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 11/2016 | 02/2019 |
| Bank Of America, N.A. Merrill Lynch | Nashville | TN | 11/2016 | 02/2019 |
| Jackson National Life Distributors Llc | Franklin | TN | 02/2019 | 12/2020 |
| Raymond James & Associates, Inc. | Nashville | TN | 03/2021 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | TN | 09/2021 | Present |
| Bank Of America, N.A. | Franklin | TN | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-08 |
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