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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2025-10-29 |
Branch Locations
14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scotsdale | AZ | 03/2019 | Present |
| Arizona State University | Tempe | AZ | 08/2016 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-29 |
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