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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-30 |
| FL | RA | APPROVED | 2023-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills, | FL | 06/2022 | Present |
| Brannen Bank | Brooksville | FL | 06/2019 | 06/2022 |
| Insight Credit Union | Inverness | FL | 11/2016 | 06/2019 |
| Damariscotta Bank & Trust | Damariscotta | ME | 09/2012 | 09/2016 |
| Unemployed | N/A | NL | 10/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-29 |
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