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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
| TN | RA | APPROVED | 2026-03-10 |
Branch Locations
222 2Nd Ave S, Nashville, TN 37201 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 05/2022 | Present |
| Southern Glazer Wine & Spirits | New Orleans | LA | 06/2017 | 09/2017 |
| Ubs | Nashville | TN | 02/2018 | 06/2018 |
| Unemployed | Nashville | TN | 10/2017 | 01/2018 |
| Ubs | Nashville | TN | 07/2018 | 05/2022 |
| University Of Mississippi | Oxford | MS | 08/2013 | 05/2017 |
| Talentwave | Foster City | CA | 02/2018 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-07 |
| S66 | Uniform Combined State Law Examination | 2025-12-13 |
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