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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
| VA | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roanoke | VA | 07/2025 | Present |
| Washington And Lee University | Lexington | VA | 02/2023 | 05/2025 |
| Summit Financial | Parsippany | NJ | 06/2024 | 08/2024 |
| Roxiticus Golf Club | Mendham | NJ | 06/2021 | 08/2023 |
| Bank Of America | Florham Park | NJ | 06/2022 | 08/2022 |
| Bernardsville Recreation Department | Bernardsville | NJ | 06/2020 | 06/2022 |
| Washington And Lee University | Lexington | VA | 09/2021 | 05/2025 |
| Bernardsville School District | Bernardsville | NJ | 01/2015 | 06/2021 |
| Somerset Lake & Game Club | Far Hills | NJ | 06/2018 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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