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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
| MO | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2024 | 12/2024 |
| Us Bank | Blue Springs | MO | 11/2022 | 07/2023 |
| Community America Credit Union | Blue Springs | MO | 09/2023 | 05/2024 |
| Sprint/T Mobile | Independence | MO | 06/2017 | 11/2022 |
| J.P. Morgan Securities Llc | Leawood | KS | 01/2025 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Leawood | KS | 01/2025 | 04/2026 |
| Best Buy | Independence | MO | 06/2014 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 04/2026 | Present |
| Bank Of America, N.A. | Kansas City | MO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-02 |
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