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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-01 |
| TX | RA | APPROVED | 2022-08-15 |
| NC | RA | APPROVED | 2021-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pheonix | MD | 07/2021 | Present |
| Copper Mountain | Frisco | CO | 10/2020 | 04/2021 |
| Bank Of America | San Diego | CA | 06/2020 | 08/2020 |
| Unemployment | Frisco | CO | 03/2020 | 06/2020 |
| Copper Mountain | Frisco | CO | 11/2019 | 03/2020 |
| Lincoln Financial Advisors | San Diego | CA | 02/2019 | 10/2019 |
| Uber | San Diego | CA | 08/2018 | 02/2019 |
| The University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2018 |
| Wells Fargo Advisors | Hunt Valley | MD | 06/2017 | 08/2017 |
| The University Of Alabama | Tuscaloosa | AL | 08/2016 | 05/2017 |
I*2026488, Entity Type Fiduciary, Name of OBA: JS Revocable Trust Address: Cockeysville, Maryland, 21030 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: Oct-03-2027 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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