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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
| NY | RA | APPROVED | 2025-04-22 |
Branch Locations
360 Hamilton Ave, White Plains, NY 10601 • 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 | White Plains | NY | 07/2022 | 07/2024 |
| West Virginia University Student Managed Investment Fund | Morgantown | WV | 12/2021 | 06/2022 |
| Westmed Medical Group | Rye Brook | NY | 05/2021 | 08/2021 |
| Aflac Inc. | New York | NY | 08/2020 | 09/2022 |
| Vector Marketing | White Plains | NY | 05/2019 | 08/2019 |
| Tamarack Country Club | Greenwich | CT | 04/2014 | 08/2018 |
| West Virginia University | Morgantown | WV | 08/2018 | 05/2019 |
| West Virginia University | Morgantown | WV | 08/2019 | 05/2020 |
| West Virginia University | Morgantown | WV | 08/2020 | 05/2021 |
| West Virginia University | Morgantown | WV | 08/2021 | 05/2022 |
| Unemployed | Rye Brook | NY | 05/2022 | 07/2022 |
| Blind Brook Middle/High School | Rye Brook | NY | 09/2011 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-21 |
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