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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide | Columbus | OH | 11/2015 | 11/2016 |
| Nationwide Investment Services Corporation | Columbus | OH | 11/2016 | 04/2022 |
| United Financial Services | Baltimore | MD | 04/2022 | 06/2025 |
| Transamerica Ageny Network | Baltimore | MD | 04/2022 | 06/2025 |
| Transamerica Financial Advisors, Inc | Columbus | OH | 05/2022 | 06/2025 |
| Transamerica Financial Advisors, Inc | Philadelphia | PA | 05/2022 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grove City | OH | 06/2025 | Present |
| Bank Of America, N.A. | Grove City | OH | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-25 |
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