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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
| NH | RA | APPROVED | 2026-07-28 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
900 Elm St Adp- Home Office, Manchester, NH 03101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 04/2024 | Present |
| Unemployed | Windham | NH | 05/2019 | 08/2019 |
| Alternative Therapies Group | Salisbury | MA | 08/2019 | 03/2020 |
| Unemployed | Windham | NH | 04/2020 | 05/2020 |
| Nature's Remedy Of Massachusetts | Tyngsborough | MA | 05/2020 | 09/2021 |
| Unemployed | Windham | NH | 10/2021 | 12/2021 |
| Mayflower | Lowell | MA | 12/2021 | 12/2022 |
| Whole Foods Market | Bedford | NH | 11/2022 | 04/2023 |
| Lazy Dog Beer Shoppe | Londonderry | NH | 03/2023 | 06/2023 |
| Cumberland Farms | Westborough | MA | 03/2023 | 04/2024 |
| Bank Of America | Salem | NH | 04/2024 | 04/2026 |
| Bank Of America, N.A. | Manchester | NH | 05/2026 | Present |
| Fidelity Investments | Merrimack | NH | 03/2016 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-02 |
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