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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-17 |
| GA | RA | APPROVED | 2024-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 07/2023 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 07/2023 | 08/2023 |
| Commonwealth Financial Group | Daniel Island | SC | 07/2023 | 09/2023 |
| Freedom Forever Solar | Charleston | CA | 06/2022 | Present |
| Purelight Power Solar | Salem | OR | 01/2022 | 06/2022 |
| Caliber Solar | Albuquerque | NM | 05/2021 | 12/2022 |
| Lgnd Energy | Albuquerque | NM | 04/2020 | 05/2021 |
| Chemeketa Community College | Salem | OR | 09/2015 | 06/2017 |
| Seattle University | Seattle | WA | 09/2017 | 06/2018 |
| Colorado Christian University | Lakewood | CO | 07/2018 | 12/2020 |
| Unemployed | Salem | OR | 01/2013 | 08/2020 |
| Cetera Advisor Networks Llc | Daniel Island | SC | 08/2023 | 09/2023 |
| Pruco Securities Llc | Mt Pleasant | SC | 09/2023 | 07/2024 |
| The Prudential Insurance Company Of America | Mt Pleasant | SC | 02/2024 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2024 | Present |
| Infinity Solar | Charleston | SC | 04/2024 | 06/2024 |
| Cascade Sports Camp | Lyons | OR | 06/2014 | 08/2019 |
| Bank Of America, N.A. | Atlanta | GA | 08/2024 | Present |
Name of the other businessFreedom Forever Solar Whether the business is investment-relatedNot investment-related Address of the other businessGilbert, AZ 85234 Nature of the other businessSolar energy sales Your positionSales representative Title, or relationship with the other businessSales representative Start date of your relationship06/2022 Approximate number of hours/months you devote to the other business1 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI am a solar sales representative for Freedom Forever solar (non-financial related). I help show potential benefits of a solar system to homeowners that have requested information.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
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