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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-30 |
| CA | RA | APPROVED | 2023-03-09 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client 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 | 11/2022 | Present |
| Amerisave Mortgage Corporation | Chandler | AZ | 08/2019 | 11/2022 |
| Freedom Mortgage Corporation | Tempe | AZ | 02/2016 | 07/2019 |
| Bank Of America, N.A. | Chandler | AZ | 02/2023 | Present |
I*: Entity Type: For ProfitName of OBA: DoorDash Address: Scottsdale, Arizona, 85250Investment Related: NoPosition, Title, Association: Driver Employee Start Date: 11/1/2022Number of Hours: 4 hrs wklyNumber of Hours during trading: 0 Duties: delivery contractor on behalf of doordash Entity Type: N/A Name of OBA: Rental Property 2 Address: Scottsdale, Arizona, 85250 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/14/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-08 |
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