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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-30 |
| CA | RA | APPROVED | 2023-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Philadelphia | PA | 01/2016 | 11/2018 |
| Citizens Securities, Inc. | Philadelphia | PA | 03/2017 | 11/2018 |
| Carousel Hotel | Ocean City | MD | 11/2015 | 11/2016 |
| A-Z Insurance | Georgetown | DE | 12/2013 | 12/2016 |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 12/2018 | 11/2020 |
| J.P. Morgan Securities Llc | Washington | DC | 12/2018 | 11/2020 |
| Uber | Georgetown | DE | 05/2016 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Covina | CA | 03/2021 | 05/2022 |
| Wells Fargo Bank, Na | Covina | CA | 03/2021 | 05/2022 |
| Santander Bank | Glen Mills | PA | 11/2020 | 03/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2022 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brea | CA | 09/2023 | Present |
| Macy's | Philadelphia | PA | 11/2018 | 12/2018 |
| Bank Of America N.A. | Brea | CA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-28 |
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