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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-18 |
| CA | RA | APPROVED | 2024-02-29 |
Branch Locations
74800 Us Highway 111, Indian Wells, CA 92210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | Palm Desert | CA | 01/2016 | 09/2016 |
| Bank Of America, N.A. | Indio | CA | 10/2016 | 10/2021 |
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Indio | CA | 10/2016 | 10/2021 |
| Householder Group Estate And Retirement Specialists, Llc | Lancaster | CA | 10/2021 | 04/2022 |
| Lpl Financial Llc | Lancaster | CA | 10/2021 | 04/2022 |
| Pruco Securities, Llc. | Sherman Oaks | CA | 04/2022 | 02/2024 |
| The Prudential Insurance Company Of America | Sherman Oaks | CA | 04/2022 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells | CA | 02/2024 | Present |
| Bank Of America, N.A | Indian Wells | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-05 |
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