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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-18 |
| MI | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usmc | Oceanside | CA | 05/2022 | 02/2023 |
| Allstate | San Antonio | TX | 11/2021 | 05/2022 |
| Auto Chlor | San Antonio | TX | 06/2020 | 11/2021 |
| Pappadeaux | San Antonio | TX | 05/2019 | 03/2020 |
| Chilis | Bloomington | IN | 02/2018 | 01/2019 |
| Mcalister | Bloomington | IN | 03/2017 | 02/2018 |
| School | Bloomington | IN | 04/2013 | 06/2019 |
| Allstate Insurance Company | Arlington | TX | 04/2023 | Present |
| United States Marine Corps | Austin | TX | 05/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 10/2024 | Present |
| Bank Of America, N.A. | Grand Rapids | MI | 11/2024 | Present |
I*: 2066316Name: UNITED STATES MARINE CORPSPOSITION: Anti-Tank Missile Man NATURE: Governmental OrganizationINVESTMENT RELATED: No NUMBER OF HOURS: 48 hrs mthlySECURITIES TRADING HOURS: 0START DATE: 05/05/2022ADDRESS: Austin TX 78617DESCRIPTION: Shooting missiles at tanks and machine guns at targets. I*4766278 Entity Type: Name of OBA: Indiana University Alumni Association Address: Bloomington, Indiana, 47408 Investment Related: No Position, Title, Association: Committee Employee Start Date: 07/30/2026 Number of Hours: 10, Monthly Number of Hours during trading: 1, Monthly Duties: To bring Indiana University graduates together for watch parties, networking, events, and keeping the IU spirit alive in West Michigan. My role is to plan events and do individual outreach to drive traffic to these events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-27 |
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