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101 Jefferson Drive, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-15 |
Branch Locations
101 Jefferson Drive, Menlo Park, CA 94025 • United States
Anaheim, CA • 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 | 10/2018 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 02/2016 | 10/2018 |
| Sage Rhino Capital, Llc | Menlo Park | CA | 03/2022 | Present |
ONE SEED COMMUNITY GARDEN; NON INVESTMENT RELATED; 345 E MAIN ST, TUSTIN, CA 92780; COMMUNITY GARDEN; TREASURER; MARCH 2021; 4-8 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; BOOKKEEPING AND COORDINATING DONATION LETTERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-22 |
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