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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED_RES | 2022-11-01 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • 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 | 05/2022 | Present |
| Amarillo Wranglers Ice Sports, Llc | Amarillo | AZ | 08/2021 | 04/2022 |
| Whole Foods Market | Flagstaff | AZ | 09/2020 | 07/2021 |
| Flagstaff Ranch Country Club | Flagstaff | AZ | 03/2020 | 10/2020 |
| Northern Arizona Ice Jacks | Flagstaff | AZ | 08/2019 | 03/2020 |
| Northwestern Hockey Canada | Flagstaff | AZ | 05/2019 | 04/2022 |
| Olive Garden | Flagstaff | AZ | 05/2019 | 11/2019 |
| Target | Gilbert | AZ | 06/2016 | 03/2017 |
| Northern Arizona University | Flagstaff | AZ | 08/2015 | 05/2019 |
| Bank Of America, N.A. | Chandler | AZ | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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