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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-15 |
| CA | RA | APPROVED | 2023-01-30 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepperdine University | Malibu | CA | 05/2019 | 09/2021 |
| Pepperdine University | Malibu | CA | 10/2021 | 09/2022 |
| Pepperdine University | Malibu | CA | 08/2015 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 09/2022 | Present |
| Bank Of America, N.A. | Westlake Village | CA | 11/2022 | Present |
I*4872267, Entity Type Not for profit, Name of OBA: Pepperdine Crest Board Address: Malibu California 90263 Investment Related: No Position, Title, Association: member Employee Start Date: 07/27/2026 No Hours: 2 Monthly No Hours during trading: 0 Duties: Go to quarterly meetings and help engage the greater Malibu and alumni network to bring people closer to the university. The Crest Board is responsible for community engagement with Malibu and the greater alumni network to further the mission of Pepperdine, my alma mater.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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