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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
| CA | RA | APPROVED | 2026-04-20 |
Branch Locations
20563 Stevens Creek Blvd, Cupertino, CA 95014 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Cupertino | CA | 06/2016 | 12/2019 |
| Loft Science Llc | Mountain View | CA | 12/2019 | 09/2024 |
| Park Avenue Securities | Campbell | CA | 04/2025 | 03/2026 |
| Guardian Life Insurance/Pacific Advisors | Campbell | CA | 07/2024 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cupertino | CA | 03/2026 | Present |
| Bank Of America, N.A | Cupertino | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 2003-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-27 |
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