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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-14 |
| CO | RA | APPROVED | 2006-09-28 |
Branch Locations
2555 E Camelback Rd Investment Solutions Group, Phoenix, AZ 85016 • United States
1499 Post Rd Investment Solutions Group, Fairfield, CT 06824 • 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 | 09/2006 | Present |
I*3015293, Entity Type: Entity Charitable, Name of OBA: Arcadia High School PTO - Baseball Boosters, Address: Phoenix, Arizona, 85018, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 10/20/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I was asked to serve as President of the baseball committee which in under the governance of the Arcadia HS PTO (parent teacher organization) which will begin work in September through the end of the season in April to coordinate the printing and hanging of signs, make phone calls to potential donors and work with the coach of the team to help plan priorities and needs of the team including meals for players, practice equipment and uniforms and parent communication. Communication with baseball parents and raise donations to improve the experience of the players on the high school baseball team at Arcadia HS (public school in Phoenix, AZ).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-13 |
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