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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
| MD | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Easton | MD | 09/2016 | 04/2020 |
| Allstate Insurance | Salisbury | MD | 09/2015 | 09/2016 |
| Salisbury University | Salisbury | MD | 01/2013 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Easton | MD | 04/2020 | 01/2026 |
| Bank Of America, N.A. | Easton | MD | 04/2020 | 01/2026 |
| Raymond James & Associates, Inc. | Timonium | MD | 01/2026 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Easton | MD | 03/2026 | Present |
| Bank Of America, N.A. | Easton | MD | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-16 |
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