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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
| CA | RA | APPROVED | 2025-11-25 |
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 | Chandler | AZ | 05/2025 | Present |
| Norther Arizona University | Flagstaff | AZ | 08/2024 | 04/2025 |
| Open Source Integrators | Chandler | AZ | 05/2024 | 08/2024 |
| Northern Arizona University | Flagstaff | AZ | 08/2021 | 05/2024 |
| Sprouts | Scottsdale | AZ | 05/2022 | 08/2022 |
| Dunkin | Scottsdale | AZ | 05/2021 | 08/2021 |
| Dunkin | Scottsdale | AZ | 05/2020 | 08/2020 |
| Culvers | Scottsdale | AZ | 05/2019 | 10/2019 |
| Cactus Shadows High School | Scottsdale | AZ | 08/2019 | 05/2021 |
| Foothills Academy | Scottsdale | AZ | 08/2018 | 05/2019 |
| Basis Scottsdale | Scottsdale | AZ | 05/2015 | 05/2018 |
| None | Scottsdale | AZ | 05/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
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