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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-14 |
| AL | RA | APPROVED | 2022-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairhope | AL | 08/2022 | Present |
| Gulf Coast Experts | Fairhope | AL | 12/2021 | 08/2022 |
| Instacart | Fairhope | AL | 04/2020 | Present |
| Michael Samis Trading | Chicago | IL | 01/2014 | 03/2020 |
| Bank Of America, N.A. | Fairhope | AL | 10/2022 | Present |
Instacart Not investment related 1325 J St, Suite 1550, Sacramento CA 95814 Grocery shopping Shopper Shopper April 1st 2020 15/20 hrs per month 0 hrs during business hours I shop for grocery items and deliver them to customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-01 |
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