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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-05-08 |
| TX | RA | APPROVED | 2023-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 10/2022 | Present |
| Keybank | Seattle | WA | 02/2022 | 10/2022 |
| Unemployed | Horn Lake | MS | 01/2022 | 02/2022 |
| First Horizon Bank | Memphis | TN | 04/2021 | 01/2022 |
| Connexion Point | Remote | TN | 09/2020 | 03/2021 |
| Ttec | Remote | TN | 07/2020 | 04/2021 |
| Unemployed | Bartlett | TN | 12/2019 | 07/2020 |
| Hope Credit Union | Memphis | TN | 03/2018 | 05/2019 |
| Conenxion Point | Memphis | TN | 09/2019 | 12/2019 |
| Unemployed | Bartlett | TN | 05/2019 | 09/2019 |
| Unemployed | Bartlett | TN | 02/2018 | 03/2018 |
| Suntrust Bank | Memphis | TN | 03/2014 | 02/2018 |
| Bank Of America, N.A. | Seattle | WA | 01/2023 | Present |
I*1963268 Entity Type: N/A Name of OBA: Rental Property 3 Address:Seattle Washington Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:09/01/2024 No Hours: 0 Yearly No Hours during trading:0 Duties:N/A Entity Type: N/A Name of OBA: Rental Property 2 Address:Horn Lake, Mississippi Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:06/01/2022 No Hours: 0 Yearly No Hours during trading:0 Duties:N/A. I*1055527, Entity Type: Entity For Profit, Name of OBA: Rental Property 2, Address: Horn Lake, Mississippi 38637, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 06/01/2022, No Hours: 0, No Hours during trading: 0, Duties: Owner of Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-19 |
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