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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-26 |
| CA | RA | APPROVED | 2022-06-28 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
540 W Madison St Ci Client Services, Chicago, IL 60661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2022 | Present |
| Wells Fargo Bank | Chandler | AZ | 06/2017 | 03/2022 |
| Arco | Chandler | AZ | 01/2017 | 05/2017 |
| Safelite | Chandler | AZ | 09/2016 | 04/2017 |
| Walgreens | Chandler | AZ | 01/2016 | 09/2016 |
| Fedex | Phoenix | AZ | 04/2016 | 09/2016 |
| Bank Of America, N.A. | Chandler | AZ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-24 |
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