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1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-05 |
Branch Locations
1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 03/2011 | 04/2017 |
| University Of San Francisco | San Francisco | CA | 04/2008 | Present |
| Bank Of America,N.A. | Palo Alto | CA | 07/2012 | 04/2017 |
| Citigroup | San Franciso | CA | 04/2017 | 06/2019 |
| Ubs | San Francisco | CA | 06/2019 | 07/2021 |
| Family Office | San Francisco | CA | 07/2021 | 05/2023 |
| Certuity, Llc | San Francisco | CA | 05/2023 | Present |
(1) UNIVERSITY OF SAN FRANCISCO, NOT INVESTMENT-RELATED, EDUCATIONAL INSTITUTION, 2130 FULTON STREET, SAN FRANCISCO, CA 94117. TEACH CLASSES, ADJUNCT FACULTY, STARTED APRIL 2008, SEVERAL SATURDAYS A YEAR, NONE DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-11 |
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