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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-03-28 |
| TX | RA | APPROVED | 2017-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Brea | CA | 02/2016 | 03/2017 |
| Mml Investors Services, Llc | Brea | CA | 03/2017 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upland | CA | 03/2017 | Present |
| Bank Of America, N.A. | Upland | CA | 03/2017 | Present |
| Massmutual | Brea | CA | 04/2016 | 03/2017 |
I*720247For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Upland, California, 91784Nature of business: Position, title, association: Sole owner, Start date of relationship: 2/14/2022Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , I*4249265, Entity Type: , Name of OBA: Rental Property 2, Address: duarte, California, 91010, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 04/15/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
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