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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
| SC | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Wilmington | NC | 06/2015 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | NC | 04/2016 | 10/2024 |
| Raymond James & Associates, Inc. | Columbia | SC | 10/2024 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 07/2026 | Present |
| Western Governors University | Millcreek | UT | 09/2025 | Present |
| Bank Of America, N.A. | Columbia | SC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-28 |
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