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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-31 |
| CA | RA | APPROVED | 2022-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mesa | AZ | 02/2022 | Present |
| Bank Of America, N.A. | Mesa | AZ | 02/2022 | Present |
| Charles Schwab | Phoenix | AZ | 01/2020 | 03/2022 |
| Lululemon | Scottsdale | AZ | 12/2019 | 05/2021 |
| Merrill Lynch | Gilbert | AZ | 09/2019 | 12/2019 |
| Charles Schwab | Phoenix | AZ | 06/2019 | 08/2019 |
| Marc Community Resources | Mesa | AZ | 06/2015 | 06/2019 |
| Merrill Lynch | Gilbert | AZ | 05/2017 | 08/2017 |
| City Of Mesa | Mesa | AZ | 05/2015 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-21 |
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