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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-12 |
Branch Locations
194 Wood Ave S, Iselin, NJ 08830 • United States
251 Route 1, Falmouth, ME 04105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saco | ME | 11/2025 | Present |
| Bank Of America Private Bank | Paramus | NJ | 10/2024 | 11/2025 |
| Bank Of America Private Bank | Boca Raton | FL | 04/2021 | 10/2024 |
| Bank Of America | South Portland | ME | 09/2019 | 04/2021 |
| Wilmington Trust Company | Wilmington | DE | 12/2018 | 07/2019 |
| Wilmington Trust Company | Wilmington | DE | 05/2017 | 12/2018 |
| Travel | Wilmington | DE | 07/2019 | 09/2019 |
| University Of Delaware | Newark | DE | 02/2012 | 05/2017 |
| University Of Delaware | Delaware | DE | 08/2022 | Present |
| Bank Of America, N.A. | Saco | ME | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-04 |
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