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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-14 |
| TN | RA | APPROVED | 2020-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 09/2018 | Present |
| Vestia Personal Wealth Advisors | Nashville | TN | 01/2018 | 09/2018 |
| Larson Financial Group | Nashville | TN | 05/2014 | 12/2017 |
| B-Kreative, Llc | Hermitage | TN | 02/2013 | 03/2017 |
| Unite Media Group, Llc | Hermitage | TN | 06/2014 | 12/2017 |
| Uber | Nashville | TN | 04/2018 | 05/2019 |
| Bank Of America, N.A. | Nashville | TN | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-17 |
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