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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-14 |
| CA | RA | APPROVED | 2011-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 01/2008 | Present |
| Bank Of America, N.A. | San Jose | CA | 05/2011 | Present |
I*137100For profit or not for profit: For-Profit OrganizationName of outside business organization: Camino CoffeeInvestment related: NAddress of business:Gilroy, California 95020Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 5/3/2021Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Camino Coffee is a retail coffee shop. My role is to provide initial capital investment only. I will not have control or responsibilities to the management of the business other than my initial investment.I*3108279Entity Type: For ProfitName of OBA:Stonecutter SimmsAddress:Saratoga CaliforniaInvestment Related:NoPosition, Title, Association:OwnerStart Date:0/01/2025No Hours: 10 MonthlyNo Hours during trading:0 MonthlyDuties:This is my artist name for music production.Create and publish music. I*3149289, Entity Type, Name of OBA: Family Trust Address: Saratoga CA 95070 Investment Related: N Position, Title, Association: Co-Trustee Employee Start Date: 11/17/2025 No Hours: 1 MO No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-25 |
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