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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-20 |
| CA | RA | APPROVED | 2020-04-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creo | Montminy & Co., Llc | Los Angeles | CA | 01/2014 | 01/2018 |
| Onewealth Management | Santa Monica | CA | 01/2018 | 06/2018 |
| J.P. Morgan Securities Llc | Manhattan Beach | CA | 06/2018 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Manhattan Beach | CA | 06/2018 | 07/2019 |
| Massachusetts Mutual Life Insurence Co | Santa Monica | CA | 03/2018 | 06/2018 |
| Montminy Securities, Llc | Los Angeles | CA | 06/2017 | 04/2018 |
| Fidelity Brokerage Services Llc | Los Angeles | CA | 07/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 03/2020 | Present |
| Bank Of America, N.A. | Los Angeles | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-12 |
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