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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-15 |
| CA | RA | APPROVED | 2024-04-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 12/2022 | Present |
| Unemployment | San Diego | CA | 05/2022 | 11/2022 |
| Veteran's First Mortgage | San Diego | CA | 09/2020 | 04/2022 |
| Unemployment | Greenville | OH | 05/2020 | 08/2020 |
| Your Happy Place, Inc. | Greenville | OH | 01/2012 | 05/2020 |
| Champaign Residential Services, Inc. | Greenville | OH | 05/2016 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-30 |
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