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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| CT | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 12/2022 | 03/2026 |
| Swimsafe Pool Management, Inc. | Loveland | OH | 05/2016 | 08/2018 |
| United Parcel Service | Sharonville | OH | 12/2019 | 01/2020 |
| Linked Solutions Inc. | Blue Ash | OH | 01/2020 | 11/2022 |
| Miami University | Oxford | OH | 08/2018 | 05/2022 |
| Loveland High School | Loveland | OH | 08/2014 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hingham | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-07 |
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