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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-07 |
Branch Locations
57297 Twenty-Nine Palms, Yucca Valley, CA 92284 • United States
13000 Palm Drive, Desert Hot Springs, CA 92240 • United States
499 South Palm Canyon Drive, Palm Springs, CA 92262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells | CA | 06/2019 | 12/2024 |
| Merrill Lynch Pierce Fenner & Smith | Beverly Hills | CA | 05/2018 | 08/2018 |
| Poindexter Graduate Hotel Bloomington | Bloomington | IN | 01/2019 | 03/2019 |
| Danny Boy Brewworks | Bloomington | IN | 08/2018 | 01/2019 |
| Xavier College Prepatory | Palm Desert | CA | 09/2019 | 02/2025 |
| Unemployed | Indian Wells | CA | 09/2016 | 04/2018 |
| Unemployed | Indian Wells | CA | 04/2019 | 05/2019 |
| J.P. Morgan Securities Llc | Palm Springs | CA | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Springs | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
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