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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-30 |
| CA | RA | APPROVED | 2018-08-23 |
Branch Locations
3075 Hansen Way Pbig - Palo Alto Wealth Ctr, Palo Alto, CA 94304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 06/2018 | Present |
| Wells Fargo & Co | Palo Alto | CA | 12/2014 | 06/2018 |
| Bank Of America, N.A. | Palo Alto | CA | 09/2018 | Present |
I*122590 For profit or not for profit: Non-Profit Organization Name of outside business organization: LifeMoves Investment related: N Address of business: Menlo Park, California 94025 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 5/29/2019 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Providing interim housing & supportive services for homeless families & individuals to rapidly return to stable housing & achieve long-term self-sufficiency. My tasks will revolve around financial oversight & generating ideas, in-line w/their mission
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-22 |
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