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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2022-04-20 |
| KS | RA | APPROVED | 2021-12-08 |
Branch Locations
4801 Main St, Kansas City, MO 64112 • United States
Kansas City, MO • United States
2959 N Rock Rd, Wichita, KS 67226 • United States
13355 Noel Rd Division - Texas South, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 09/2017 | Present |
| Unemployed | Springfield | MO | 08/2017 | 09/2017 |
| Bank Of The West | S. Lake Tahoe | CA | 06/2011 | 07/2017 |
I*4908267, Entity Type: , Name of OBA: Rental Property - 13-Jul-26 - 1, Address: Kansas City, Kansas, 66112, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 08/01/2026, No Hours: 24 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-07 |
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