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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-24 |
| CT | RA | APPROVED | 2024-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Surety Title Agency Of Haddonfield | Haddonfield | NJ | 06/2012 | 11/2019 |
| Ubs Financial Services | Philadelphia | PA | 05/2018 | 01/2019 |
| The Bryn Mawr School | Baltmiore | MD | 09/2016 | 05/2019 |
| Ubs Financial Services | New York | NY | 11/2019 | 08/2024 |
| Loyola University Maryland | Baltimore | MD | 09/2017 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 08/2024 | Present |
| Gap Inc | Baltimore | MD | 06/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-24 |
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