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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Services, 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 | 09/2015 | Present |
| Bank Of America, N.A. | Chandler | AZ | 07/2024 | Present |
I*1870279 Name of the other businessAmwayWhether the business is investment-relatedno investment relatedAddress of the other businesssan tan valley az 85143Nature of the other businessBuy household products onlineYour positionMember/associateTitle, or relationship with the other businessStart date of your relationship04/2008Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessBuying home products from my webpage and receiving cash back from those purchases
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
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