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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-13 |
| CA | RA | APPROVED | 2017-06-22 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank N.A. | Gilbert | AZ | 07/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2017 | Present |
| Bank Of America, N.A. | Chandler | AZ | 06/2017 | Present |
I*113631 For profit or not for profit: For-Profit Organization Name of outside business organization: investmnet property Investment related: Y Address of business: gilbert, Arizona 85295 Nature of business: Sole Proprietorship, Position, title, association: Owner, Start date of relationship: 6/1/2018 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I have tons of equity in my current home, want to by another rental property or sell current one and by 2 new ones, to save on sales commissions I would like to get a real estate license and act as a real-estate agent representing myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-17 |
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