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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-16 |
| CA | RA | APPROVED | 2023-02-07 |
Branch Locations
4510 Franklin Ave Ci Client Management, Los Angeles, CA 90027 • United States
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2017 | 02/2020 |
| Appalachian Food Services | Boone | NC | 08/2014 | 08/2017 |
| Am Retail Group | Blowing Rock | NC | 05/2015 | 07/2017 |
| Kuehne And Nagel | Charlotte | NC | 05/2016 | 12/2016 |
| Appalachian State University | Boone | NC | 08/2013 | 05/2017 |
| Oak Tours | Scottsdale | AZ | 04/2020 | 07/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2020 | 11/2020 |
| Photomules | Austin | TX | 02/2020 | 12/2020 |
| Robinhood Financial, Llc | Tempe | AZ | 11/2020 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 08/2022 | Present |
| Bank Of America N.A. | Los Angeles | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-20 |
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