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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-04-19 |
| TX | RA | APPROVED | 2023-03-28 |
| VA | RA | APPROVED | 2023-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 10/2017 | 04/2021 |
| Pittsburgh Steelers | Pittsburgh | PA | 02/2017 | 05/2017 |
| Anheuser-Busch | Blacksburg | VA | 03/2016 | 03/2017 |
| Unemployed | Terre Haute | IN | 06/2017 | 10/2017 |
| Bank Of America, N.A. | Washington | DC | 04/2018 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Washington | DC | 04/2021 | 03/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2021 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 03/2023 | Present |
| Bank Of America, N.A. | Washington | DC | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-27 |
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