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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-29 |
| NJ | RA | APPROVED | 2023-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2016 | 08/2021 |
| Asbury Ale House | Jackson | NJ | 08/2016 | 11/2016 |
| Bank Of America, N.A. | Pennington | NJ | 03/2017 | 08/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 08/2021 | 11/2022 |
| Advised Assets Groups, Llc | Greenwood Village | CO | 08/2021 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manasquan | NJ | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-03 |
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