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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-08-22 |
| TX | RA | APPROVED | 2017-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Austin | TX | 11/2016 | 07/2017 |
| Bbva Compass | Austin | TX | 03/2013 | 09/2016 |
| Unemployed | Austin | TX | 09/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 07/2017 | Present |
| Bank Of America, N.A. | Leawood | KS | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-17 |
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