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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| FL | RA | APPROVED | 2025-03-27 |
| CT | RA | APPROVED | 2025-03-26 |
| NJ | RA | APPROVED | 2025-03-26 |
| NY | RA | APPROVED | 2025-03-19 |
Branch Locations
One Bryant Park Division - Northeast, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 04/2016 | 07/2017 |
| Raymond James Financial Services Inc | New York | NY | 07/2017 | 05/2018 |
| Raymond James Financial Services Inc | New York | NY | 07/2017 | 05/2018 |
| Communityamerica Financial Solutions Llc | Lenexa | KS | 04/2018 | 01/2019 |
| Unfcu Advisors Llc | New York | NY | 07/2017 | 01/2019 |
| Td Ameritrade | Forest Hills | NY | 01/2019 | 10/2020 |
| E*Trade Securities Llc | New York | NY | 10/2020 | 07/2021 |
| E*Trade Capital Management Llc | New York | NY | 10/2020 | 07/2021 |
| Ubs Financial Services Inc. | Weehawken | NJ | 07/2021 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2025 | Present |
| Quantic School Of Business And Technology | Washington | DC | 04/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-12 |
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