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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-06-07 |
Branch Locations
1600 S Main Street, #120, Walnut Creek, CA 94596 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Financial Advisor | CA | 04/2006 | Present |
| Bank Of America,Na | Walnut Creek | CA | 09/2009 | Present |
1) 1874 BONANZA HOA POSITION: President NATURE: Condominium homeowner association INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 1/1/2024 ADDRESS: 1874 Bonanza St, Walnut Creek CA 94596, United States DESCRIPTION: President, run meetings, financial expense and budget management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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