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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-28 |
| CA | RA | APPROVED | 2025-10-22 |
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 | 12/2022 | 12/2024 |
| Unemployed | Phoenix | AZ | 11/2022 | 12/2022 |
| Freedom Mortgage Llc | Phoenix | AZ | 08/2022 | 11/2022 |
| Unemployed | Phoenix | AZ | 05/2022 | 08/2022 |
| Nationstar Mortgage Dba Mr. Cooper | Phoenix | AZ | 06/2019 | 05/2022 |
| Northern Arizona University | Flagstaff | AZ | 08/2015 | 08/2019 |
| Bank Of America, N.A. | Chandler | AZ | 02/2023 | 12/2024 |
| Morgan Stanley | Gilbert | AZ | 03/2025 | 08/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2025 | Present |
| Unemployed | Phoenix | AZ | 12/2024 | 03/2025 |
| Bank Of America, N.A. | Chandler | AZ | 11/2025 | Present |
I*2976277 Entity Type: For Profit Name of OBA:Vaultware LLC Address:Phoenix Arizona Investment Related:No Position, Title, Association:Owner Start Date:01/22/2025 No Hours: 0 Monthly No Hours during trading:0 Monthly Duties:LLC I set-up but never used. Set-up planning to be used for vending at local markets selling via booth setting lightly used vintage clothing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
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