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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-11 |
| TN | RA | APPROVED | 2024-09-30 |
Branch Locations
1211 Murfreesboro Rd, Franklin, TN 37064 • United States
5801 Nolensville Pike, Nashville, TN 37211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 12/2019 | Present |
| Bank Of America | Nashville | TN | 08/2016 | 03/2019 |
| Tennessee Titans | Nashville | TN | 06/2018 | 01/2019 |
| Unemployeed | Miami | FL | 04/2019 | 11/2019 |
| Florida International University | Miami | FL | 08/2006 | 08/2016 |
| Bank Of America, N.A. | Nashville | TN | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
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