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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-22 |
| CA | RA | APPROVED | 2018-02-12 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 11/2017 | Present |
| Physicians Stats Labs | Chandler | AZ | 05/2016 | 11/2017 |
| Bank Of America, N.A. | Chandler | AZ | 08/2019 | Present |
I*2048315, Entity Type Fiduciary, Name of OBA: DH Address: Queen Creek, Arizona, 85142 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 18-Oct-2024 No Hours: 1 monthly No Hours during trading: 0Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
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