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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-01 |
Branch Locations
14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
500 Newport Ctr Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Phoenix | AZ | 02/2010 | 03/2019 |
| Wells Fargo Advisors Llc | Phoenix | AZ | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 11/2016 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 03/2019 | Present |
| Bank Of America, N.A. | Scottsdale | AZ | 03/2019 | Present |
| Rental Property | Phoenix | AZ | 07/2015 | 03/2019 |
| Lady Be Ready | Phoenix | AZ | 01/2017 | 12/2017 |
I*125629 For profit or not for profit: For-Profit Organization Name of outside business organization: Sunshine Rentals LLC Investment related: No Address of business: Phoenix, Arizona 85032 Nature of business: LLC Position, title, association: Owner Start date of relationship: 8/14/2019 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Collect rent, follow up on requests when property needs any repairs I* 1767507 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: No Address of business: Phoenix, AZ, 85016 Nature of business: Position, title, association: Sole owner Start date of relationship: 09/01/2023 Number of hours devoted: 2 hrs weekly Number of hours devoted during trading hours: 0 Duties: Owner of rental property I* 1767508 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: No Address of business: Phoenix, AZ, 85020 Position, title, association: Sole owner Start date of relationship: 04/01/2024 Number of hours devoted: 2 hrs weekly Number of hours devoted during trading hours: 0 Duties: Owner of rental property I*2406324 Entity Type: For Profit Name of OBA: Dream Design AI, LLC Address: Phoenix, Arizona, 85020 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee State Date: 5/1/2025 No Hours: 1 Yearly No Hours during Trading: 0 Duties: The entity is a graphic design company. My minor son will be running it. But I will need help with formation, opening bank account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-02 |
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