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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-25 |
| TX | RA | APPROVED_RES | 2018-07-25 |
Branch Locations
333 S Hope St, Los Angeles, CA 90071 • United States
Beverly Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2011 | 07/2018 |
| U.S. Bancorp Investments, Inc. | Encino | CA | 07/2018 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Century City | CA | 07/2018 | Present |
| Bank Of America, N.A. | Century City | CA | 09/2018 | Present |
I*2838283, Entity Type: Entity Charitable, Name of OBA: Porsche Club of America Los Angeles , Address: Santa Monica, California, 90403, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 09/15/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Organizing fine dining events, Entertainment and Social I*3318265, Entity Type: Entity Charitable, Name of OBA: Porsche Club of America Los Angeles, Address: Santa Monica, California, 90403, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 01/01/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: Leading the club and organizing events. Social Club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-09 |
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