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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-11 |
Branch Locations
1825 E Buckeye Rd, Phoenix, AZ 85034 • United States
3410 W Chandler Blvd, Chandler, AZ 85226 • 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 | 06/2026 | Present |
| Arizona State University | Tempe | AZ | 08/2022 | 05/2026 |
| Charles Schwab | Phoenix | AZ | 06/2025 | 08/2025 |
| Mgc Technical Consulting | Mesa | AZ | 05/2024 | 07/2024 |
| Eureka Restaurants | Tempe | AZ | 03/2024 | 06/2024 |
| Black Sheep Co. | Tempe | AZ | 08/2023 | 01/2024 |
| Heritage Restaurant And Bar | Woodinville | WA | 03/2020 | 07/2023 |
| Redmond High School | Redmond | WA | 09/2018 | 06/2022 |
| I9 Sports | Issaquah | WA | 09/2017 | 04/2019 |
| Evergreen Middle School | Redmond | WA | 09/2016 | 06/2018 |
| Bank Of America, N.A. | Chandler | AZ | 07/2026 | Present |
I*4775288 Entity Type: For Profit Name of OBA: The Agency Arizona Address: Phoenix, Arizona, 85018 Investment Related: No Position, Title, Association: Employee Employee Start Date: 04/17/2024 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Modeling Agency Model for companies only on weekends/ time off
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-11 |
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