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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 06/2023 | 09/2023 |
| Clark Capital Managment | Philadelphia | PA | 06/2022 | 09/2022 |
| Archer Investment Managment Solutions | Berwyn | PA | 06/2021 | 09/2021 |
| Fairfield Univeristy | Fairfield | CT | 09/2019 | 05/2023 |
| Unemployed | Philadelphia | PA | 09/2015 | 06/2019 |
| Windrift | Avalon | NJ | 06/2019 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 07/2024 | Present |
| Indeed | Austin | TX | 11/2023 | 07/2024 |
| Jaspers Backyard | Conshohocken | PA | 06/2018 | 08/2018 |
| St Davids Golf Club | Wayne | PA | 07/2016 | 10/2016 |
| Bank Of America, N.A. | Austin | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
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