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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
| CA | RA | APPROVED | 2024-06-24 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 10/2022 | Present |
| Lyft | Cave Creek | AZ | 05/2020 | 10/2022 |
| Unemployed | Cave Creek | AZ | 05/2014 | 05/2020 |
| Bank Of America, N.A. | Chandler | AZ | 06/2025 | Present |
Name of the other businessRental Property Whether the business is investment-relatedYes Address of the other businessWA 98007 Nature of the other businessNo other bussiness Your positionOwner Title, or relationship with the other businessNo other business Start date of your relationship01/22/2014 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other business0, husband takes care of it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
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