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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Services | Fort Worth | TX | 02/2022 | 12/2024 |
| Amazon Air Kafw | Haslet | TX | 10/2021 | 02/2022 |
| United States Marine Corp | Quantico | VA | 06/2018 | 09/2023 |
| Montro Protection Services | New York | NY | 09/2017 | 06/2018 |
| Ymca Of Greater New York | Bronx | NY | 02/2016 | 09/2017 |
| Nyc Dept Of Parks And Recreation | Manhattan | NY | 06/2006 | 09/2017 |
| Northwestern Mutual | Milwaukee | WI | 12/2024 | 03/2026 |
| Heart Of America Investment Services | Haslet | TX | 03/2025 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2026 | Present |
| Bank Of America, N.A. | Fort Worth | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
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