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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-02 |
| CA | RA | APPROVED | 2022-01-06 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 01/2016 | 09/2017 |
| Bank Of America, N.A. | Menlo Park | CA | 01/2016 | 09/2017 |
| Pacific Life Insurance Company | Newport Beach | CA | 10/2017 | 12/2019 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 11/2017 | 12/2019 |
| Pepperdine University | Malibu | CA | 09/2018 | 04/2021 |
| Unemployed | Newport Beach | CA | 05/2021 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith | Garden Grove | CA | 11/2021 | Present |
| Bank Of America, N.A. | Garden Grove | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
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