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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-26 |
| WI | RA | APPROVED | 2022-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randstad | Scottsdale | AZ | 11/2016 | 05/2017 |
| Randstad | Scottsdale | AZ | 05/2017 | 07/2017 |
| Ajilon | Mesa | AZ | 07/2016 | 10/2016 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 08/2017 | 09/2019 |
| Edward Jones | Bristol | WI | 09/2019 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | WI | 08/2022 | Present |
| Bank Of America, N.A. | Burlington | WI | 09/2022 | Present |
I*1199261, Entity Type: , Name of OBA: Lions Club of Genoa City, Address: Twin Lakes, Wisconsin, 53181, Investment Related: N, Position, Title, Association: member at large, Employee Start Date: 08/03/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Volunteer work in the community- Highway Cleanup, participate in beverage sales at a farmers market. Charitable Organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-11 |
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