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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-03 |
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 12/2022 | Present |
| Unemployed | Chicago | IL | 03/2015 | 12/2018 |
| Arizona Department Of Child Safety | Mesa | AZ | 10/2021 | 12/2022 |
| Bank Of The West | Phoenix | AZ | 06/2020 | 07/2021 |
| Jackson Hewitt | Mesa | AZ | 12/2018 | 05/2020 |
| Unemployed | Gilbert | AZ | 05/2020 | 06/2020 |
| Unemployed | Gilbert | AZ | 06/2021 | 10/2021 |
I*: 2124276 Entity Type: For Profit Name: Prop Vest LLC Investment related: No Address: SHERIDAN, WY 82801 Position: Manager start date: 1/2024 Number of hours: 10 hours weekly Number of Hours during trading: 0 Duties: Conducting general manager duties such as providing assistance on administrative issues
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-27 |
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