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9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
3737 Buffalo Speedway Suite 777, Houston, TX 77098 • United States
9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baton Rouge | LA | 06/2024 | 01/2025 |
| Student | Lake Charles | LA | 08/2016 | 06/2024 |
| Checchi Capital Advisers Llc | Beverly Hills | CA | 08/2026 | Present |
| Pnc | Houston | TX | 02/2025 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-13 |
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