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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED_RES | 2025-12-04 |
Branch Locations
401 N Tryon St Ci Client Management, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 07/2020 | 05/2023 |
| Salt Lake Community College | Salt Lake City | UT | 08/2019 | Present |
| A + Tutoring | Salt Lake City | UT | 02/2013 | 06/2020 |
| University Of Utah | Salt Lake City | UT | 01/2018 | 05/2019 |
| Salt Lake Community College | Salt Lake City | UT | 05/2017 | 12/2017 |
| Morgan Stanley | South Jordan | UT | 11/2016 | 01/2017 |
| Momentum Credit Repair | American Fork | UT | 10/2014 | 06/2016 |
| Morgan Stanley | Sandy | UT | 01/2023 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2025 | Present |
| Bank Of America, N.A. | Charlotte | NC | 12/2025 | Present |
*435973- Salt Lake Community College; Investment related-No; Salt Lake City, Utah; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2019; During business hours: 0; After business hours: 16; teaching I*2961264, Entity Type Entity For Profit, Name of OBA: ArchwayGroup LLC Address: 84123Utah84123 Investment Related: No Position, Title, Association: Officer Employee Start Date: 02/05/2016No Hours: 0 No Hours during trading: 0 Duties: No responsibilities, Inactive LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-09 |
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