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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-14 |
| PA | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Chalfont | PA | 03/2007 | 12/2017 |
| Newbridge Securities | Furlong | PA | 04/2014 | 06/2017 |
| Morgan Stanley Smith Barney Llc | Boulder | CO | 07/2017 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 07/2026 | Present |
1. Stone Network Inc.; Not Investment related; Medicine; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 0; After business hours: 10; Medical Transcriptionist.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-08 |
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