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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-29 |
| WA | RA | APPROVED | 2022-08-03 |
| NY | RA | APPROVED | 2022-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2018 | Present |
| Unemployed | Denver | CO | 10/2013 | 09/2018 |
I*1527289For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Mustang, Oklahoma, 73099, United StatesNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/1/2023Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , I* 1802257 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: no Address of business: Blue Springs, MO, 64064 Nature of business: Position, title, association: Co-owner with other family members Start date of relationship: 05/01/2024 Number of hours devoted: 1 monthly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-09 |
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