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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-11-14 |
| CA | RA | APPROVED | 2015-12-03 |
| TX | RA | APPROVED_RES | 2013-02-15 |
| CT | RA | APPROVED | 2010-03-09 |
Branch Locations
701 B St, San Diego, CA 92101 • United States
1000 Aviara Pkwy, Carlsbad, CA 92011 • 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 | 10/2009 | Present |
| Bank Of America, N.A. | San Diego | CA | 09/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-20 |
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