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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-16 |
| CA | RA | APPROVED | 2021-01-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2018 | Present |
| Patriot Group | Kandahar | 10/2015 | 09/2016 | |
| Unemployed | Birmingham | AL | 09/2016 | 08/2017 |
| Contractor Merrill Welath Management Client Services | Chandler | AZ | 08/2017 | 03/2018 |
| Bank Of America, N.A. | Chandler | AZ | 03/2023 | Present |
I*132906 For profit or not for profit: For-Profit Organization Name of outside business organization: CDAC Investment related: N Address of business: gilbert, Arizona 85298 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 10/1/2019 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: E-commerce
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-28 |
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