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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-16 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
157 Parkshore Drive, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Sacramento | CA | 10/1999 | Present |
| Bank Of America, N.A. | Sacramento | CA | 08/2011 | Present |
| Hightower Advisors, Llc | Folsom | CA | 05/2014 | Present |
Turo Car Rental; Investment Related - No; Oahu, HI; Car rental app; Owner of Vehicle; Start Date - 01/2025; Approximately 0 hours per month with 0 hours during securities trading hours; purchased a ford bronco for personal use while on island, will put on Turo car rental app while not there. my son will manage the delivery/pickup process as he is on island full time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-19 |
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