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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-31 |
| CA | RA | APPROVED | 2018-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 08/2018 | Present |
| Santa Clara University | Santa Clara | CA | 09/2014 | 07/2018 |
| University Of Cambridge | Cambridge | 06/2017 | 08/2017 | |
| Santa Clara University | Santa Clara | CA | 09/2016 | 12/2016 |
| Bank Of America, N.A. | San Mateo | CA | 10/2018 | Present |
I*5207269 Entity Type: Entity For Profit Name of OBA: Tahoe Premier LLC Address: South Lake Tahoe, California, 96150 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 08/05/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Rental property in Lake Tahoe, CA Collect rent, communicate with property manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
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