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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-17 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
9680 Grant St, Thornton, CO 80229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities, Llc | Atlanta | GA | 04/2026 | 05/2026 |
| Zama Mexican | Alpharetta | GA | 01/2025 | 06/2026 |
| Mojave Restaurant | Vinnings | GA | 06/2025 | 03/2026 |
| Roof Right Now Atlanta | Alpharetta | GA | 10/2024 | 10/2025 |
| Brock Built Homes | Vinnings | GA | 07/2024 | 09/2024 |
| Hacienda Colorado | Westminster | CO | 02/2023 | 08/2024 |
| University Of Colorado Boulder | Boulder | CO | 08/2022 | 05/2024 |
| Community College Of Baltimore County | Baltimore | MD | 01/2021 | 05/2022 |
| Oakdale High School | Ijamsville | MD | 08/2016 | 06/2020 |
| Queens University Of Charlotte | Charlotte | NC | 08/2020 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Thornton | CO | 06/2026 | Present |
| Vintage | New Market | MD | 03/2017 | 03/2019 |
| Manhattan Pizza | Frederick | MD | 06/2019 | 08/2020 |
| Higgins Crab House | Ocean City | MD | 05/2024 | 08/2024 |
| Wolfe Perseverance | Atlanta | GA | 11/2024 | 11/2024 |
| Jays Valet Llc | Denver | CO | 08/2023 | 12/2023 |
| High Sierra Pools | Frederick | MD | 07/2020 | 08/2020 |
| Uncle Julio Corp | Alpharetta | GA | 01/2024 | 08/2024 |
| Colorado State University-Global Campus | Denver | CO | 01/2026 | 03/2026 |
| Bank Of America, N.A. | Thornton | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
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