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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| WA | RA | APPROVED | 2024-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2015 | 02/2021 |
| Bank Of America, N.A. | Pennington | NJ | 12/2015 | 02/2021 |
| Crump Life Insurance Services | Harrisburg | PA | 03/2021 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 10/2024 | Present |
| Bank Of America, N.A. | Seattle | WA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-26 |
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