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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-08 |
Branch Locations
1111 E Main St, Richmond, VA 23219 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 06/2022 | Present |
| Augusta National Golf Club | Augusta | GA | 09/2021 | 05/2022 |
| Brookville Country Club | Old Brookville | NY | 05/2021 | 09/2021 |
| University Of South Carolina / Darlamoore School Of Business | Columbia | SC | 08/2017 | 05/2021 |
| Oyster Bay High School | Oyster Bay | NY | 09/2013 | 08/2017 |
| Compass Real Estate | New York | NY | 08/2020 | 12/2020 |
| Heritage Farm And Garden | Muttontown | NY | 05/2020 | 08/2020 |
| Myers Park Country Club, Inc | Charlotte | NC | 09/2023 | 01/2024 |
| Lucas Golf Inc | Oyster Bay | NY | 05/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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