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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| CT | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Pomona | CA | 05/2016 | 01/2019 |
| Farmers Financial Solutions | Pomona | CA | 10/2016 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chestnut Hill | MA | 08/2025 | Present |
| Kelly Services - Santander Bank | Boston | MA | 01/2019 | 04/2019 |
| Cvs Health | Brighton | MA | 04/2019 | 11/2020 |
| Unemployed | Brighton | MA | 11/2020 | 01/2021 |
| Simply Business | Boston | MA | 01/2021 | 02/2023 |
| Bank Of America | Houston | TX | 02/2023 | 04/2025 |
| Unemployed | Houston | TX | 04/2025 | 08/2025 |
| Bank Of America, N.A. | Chestnut Hill | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-09 |
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