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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-31 |
| WI | RA | APPROVED | 2023-08-10 |
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 |
|---|---|---|---|---|
| Keybank | Columbus | OH | 04/2018 | 06/2018 |
| Infiniti | Columbus | OH | 10/2017 | 12/2017 |
| Unemployed | Los Angeles | CA | 05/2016 | 09/2017 |
| Key Investment Services | Indianapolis | IN | 06/2018 | 03/2019 |
| Keybank | Columbus | OH | 06/2018 | 03/2019 |
| Unemployed | Columbus | OH | 01/2018 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Redmond | WA | 10/2021 | 04/2022 |
| Wells Fargo Bank, Na | Redmond | WA | 10/2021 | 04/2022 |
| Bank Of America | Columbus | OH | 03/2019 | 09/2020 |
| Merrill Lynch | Ogden | UT | 09/2020 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Green Bay | WI | 07/2023 | Present |
| Garde Capital, Inc | Seattle | WA | 04/2022 | 07/2023 |
| Bank Of America N.A. | Green Bay | WI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-15 |
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