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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-25 |
| TX | RA | APPROVED | 2025-03-25 |
Branch Locations
15512 Brookhurst St, Westminster, CA 92683 • United States
16917 Algonquin #A Street, Huntington Beach, CA 92649 • United States
801 Pacific Coast Hwy, Seal Beach, CA 90740 • United States
13900 Seal Beach Blvd, Seal Beach, CA 90740 • United States
10011 Valley View St, Cypress, CA 90630 • United States
6951 Bolsa Avenue, Westminster, CA 92683 • United States
21092 Beach Blvd, Huntington Beach, CA 92648 • United States
19461 Main Street, Ste 102, Huntington Beach, CA 92648 • United States
14011 Beach Blvd., Westminster, CA 92683 • United States
3502 Katella Ave., Los Alamitos, CA 90720 • United States
18501 Main St, Huntington Bch, CA 92648 • United States
7830 Edinger Avenue, Huntington Beach, CA 92647 • United States
3997 Ball Rd, Los Alamitos, CA 90720 • United States
12991 Beach Blvd, Garden Grove, CA 92841 • United States
32361 Golden Lantern St, Ste A, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 06/2019 | 03/2025 |
| Bofa Securities, Inc. | Newport Beach | CA | 05/2019 | 06/2019 |
| J.P. Morgan Securities Llc | Irvine | CA | 03/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 06/2012 | 05/2019 |
| Bank Of America/Merrill Lynch Wealth Management | Newport Beach | CA | 06/2019 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-08 |
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