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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| CA | RA | APPROVED | 2026-03-04 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 01/2026 | Present |
| Indiana University | Bloomington | IN | 08/2021 | 05/2025 |
| Charles Schwab | Phoenix | AZ | 06/2024 | 08/2024 |
| Big Woods | Bloomington | IN | 09/2024 | 05/2025 |
| Bagger Daves | Fort Wayne | IN | 06/2025 | 09/2025 |
| Lake City Bank | Fort Wayne | IN | 05/2023 | 08/2023 |
| Shilts & Setlak, Llc | Fort Wayne | IN | 12/2017 | 05/2023 |
| Unemployed | Fort Wayne | IN | 01/2016 | 11/2017 |
| Pour Decisions | Scottsdale | AZ | 10/2025 | 01/2026 |
| Bank Of America, N.A | Chandler | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
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