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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-15 |
| NY | RA | APPROVED | 2024-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighthouse Financial | Rochester | NY | 09/2023 | 04/2024 |
| Doordash | Rochester | NY | 01/2020 | 09/2023 |
| Seabreeze | Rochester | NY | 08/2018 | 01/2020 |
| West Irondequoit High School | Rochester | NY | 05/2015 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 04/2024 | Present |
| Florida State University | Tallahassee | FL | 08/2020 | 05/2023 |
| Bank Of America, N.A. | Buffalo | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-31 |
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