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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| FL | RA | APPROVED | 2024-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2018 | 03/2023 |
| Unemployed | Greenwich | CT | 01/2018 | 06/2018 |
| Td Asset Management | New York | NY | 01/2014 | 01/2018 |
| Pinnacle Treasury Investments, Llc | Austin | TX | 03/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 04/2024 | Present |
| Bank Of America N.A. | Sarasota | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-01 |
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