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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-08 |
| CA | RA | APPROVED | 2022-06-15 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 08/2021 | Present |
| Arizona's Children Association | Gilbert | AZ | 07/2015 | 07/2021 |
| Bank Of America, N.A. | Chandler | AZ | 09/2022 | Present |
Name of the other businessLeonine Group LLC Whether the business is investment-relatedNo Address of the other business940 W Barcelona Dr, Gilbert AZ 85233 Nature of the other businessTelecom Consulting Your positionNone Title, or relationship with the other businessSpouse Business Start date of your relationship2013 Approximate number of hours/month you devote to the other business2 hours a month Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI run a paycheck and enter any business expenses into QuickBooks. Compile books and send to accountant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
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