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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-22 |
| TX | RA | APPROVED_RES | 2024-11-22 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2024 | Present |
| Berge Toyota | Mesa | AZ | 04/2023 | 11/2023 |
| Chrysler Dodge Jeep Ram | Scottsdale | AZ | 02/2022 | 04/2023 |
| Az Auto Pros | Chandler | AZ | 11/2020 | 02/2022 |
| Tito Group Logistics | Chandler | AZ | 05/2013 | 11/2020 |
| Unemployed | Chandler | AZ | 12/2023 | 06/2024 |
| Bank Of America, N.A. | Chandler | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-12 |
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