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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
201 E Washington St, Phoenix, AZ 85004 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 10/2016 | 05/2019 |
| Unemployed | Foster City | CA | 07/2016 | 10/2016 |
| Charles Schwab & Co., Inc. | Scottsdale | AZ | 05/2019 | 02/2023 |
| Wells Fargo Bank | Scottsdale | AZ | 02/2023 | 11/2025 |
| Wells Fargo Clearing Services | Scottsdale | AZ | 03/2023 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-10 |
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