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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-16 |
| CA | RA | APPROVED | 2022-05-04 |
Branch Locations
701 B St, San Diego, CA 92101 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 03/2020 | Present |
| Jackson Hewitt | El Cajon | CA | 12/2016 | 01/2020 |
| Education | San Diego | CA | 04/2016 | 12/2016 |
RENTAL PROPERTY - B A, SAN DIEGO, CA 92113Name of other Business: NONEInvestment related (yes or no): NOBusiness address: N/A Nature of business: RENTAL PROPERTYPosition/title: OWNER/LANDLORDRelationship with business: MY HUSBAND AND I OWN THE PROPERTIES (DUPLEX)Start date of relationship: 8/2008Number of hours a month devoted to business: 2/MONTHNumber of hours during securities trading hours devoted to business: 0Description of duties: CONFRIM RENTAL DEPOSITS FROM TENANTS. DURING VACANCIES, I PROVIDE APPLICATIONS AND VET POTENTIAL TENANTS. THIS IS AN ACTIVITY WHERE BOTH MY HUSBAND AND I PARTICIPATE AND SHARE RESPONSIBILITIES. IT IS A PASSIVE ACTIVITY. I*2889271 Entity Type: Charitable Name of OBA: Monte Vista High School PTSA Address:Spring Valley California Investment Related:No Position, Title, Association:Board Member Start Date:09/01/2025 No Hours: 12 Monthly No Hours during trading:0 Monthly Duties:Secretary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
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