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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-16 |
| KY | RA | APPROVED | 2023-11-30 |
Branch Locations
520 W New Circle Rd, Lexington, KY 40511 • United States
300 W Vine St, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | KY | 09/2023 | Present |
| Bank Of America | Lexington | KY | 09/2022 | 09/2023 |
| Ameriprise Financial | Lexington | KY | 05/2022 | 09/2022 |
| Hall Funeral Home | Martin | KY | 09/2017 | 05/2022 |
| Full Time Student | Prestonsburg | KY | 08/2005 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
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