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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-31 |
| IN | RA | APPROVED | 2024-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Victorville | CA | 09/2015 | 04/2019 |
| U.S. Bancorp Investments, Inc. | Victorville | CA | 01/2018 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pheonix | AZ | 01/2020 | 10/2023 |
| Bank Of America, N.A. | Pheonix | AZ | 01/2020 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 01/2024 | Present |
| Bank Of America, N.A. | Indianapolis | IN | 01/2024 | Present |
I*2889280 Entity Type: N/A Name of OBA: Victory Chapel Address:Frankfort Indiana Investment Related:No Position, Title, Association:Board Member Start Date:09/24/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Church Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-14 |
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