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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
| SC | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Berwyn | PA | 01/2016 | 02/2018 |
| New York Life Insurance Company | Berwyn | PA | 03/2015 | 02/2018 |
| Td Bank N.A. | Berwyn | PA | 03/2018 | 06/2021 |
| Td Private Client Wealth, Llc | Greenville | SC | 07/2021 | 05/2024 |
| Td Bank N.A. | Greenville | SC | 07/2021 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 05/2024 | Present |
| Bank Of America, N.A. | Greenville | SC | 06/2024 | Present |
I*2448272, Entity Type: , Name of OBA: Laurel Meadows Home Owners Association, Address: Greenville, South Carolina, 29607, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 05/07/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Representative as a member of the board representing the residents of the community and the issues to be addressed in the local neighborhood. Neighborhood board holds 7 members and meets once a month to vote on matters and requests from residents such as complaints, property changes (per the terms of the HOA governing documents, neighborhood committees and events, and voting on annual budget
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-04 |
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