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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-17 |
| VA | RA | APPROVED | 2026-08-17 |
| WA | RA | APPROVED | 2026-08-17 |
| CO | RA | APPROVED | 2025-06-27 |
Branch Locations
6400 S Fiddlers Green Cir, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 01/2024 | Present |
| Factset Research Systems Inc | Centennial | CO | 03/2020 | 12/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2016 | 03/2020 |
| Bank Of America, N.A. | Greenwood Village | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-12 |
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