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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-14 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
2505-2565 W Chandler Blvd Wealth Management Client Care, 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 | 01/2023 | Present |
| Offerpad Brokerage | Chandler | AZ | 02/2021 | 11/2022 |
| Bank Of America | Casa Grande | AZ | 01/2019 | 01/2021 |
| City Of Casa Grande | Casa Grande | AZ | 12/2018 | 01/2019 |
| Starbucks Corporation | Tempe | AZ | 12/2016 | 03/2017 |
| Walmart | Casa Grande | AZ | 11/2020 | 11/2020 |
| Darden Restaurants | Casa Grande | AZ | 11/2018 | 01/2019 |
| A Paul Serrano Dds Pc | Phoenix | AZ | 04/2017 | 11/2018 |
| Fry's Food | Casa Grande | AZ | 11/2018 | 01/2019 |
| Starbucks Corporation | Casa Grande | AZ | 05/2013 | 11/2016 |
| Unemployed | Casa Grande | AZ | 12/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-19 |
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