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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-31 |
| ID | RA | APPROVED | 2023-05-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2020 | 05/2022 |
| Douglas Emmett | Los Angeles | CA | 03/2019 | 07/2019 |
| Cyxtera Technologies | Burbank | CA | 04/2016 | 04/2018 |
| University Of Redlands | Los Angeles | CA | 08/2016 | 10/2019 |
| Unemployed | Lancaster | CA | 05/2022 | 09/2022 |
| Ameriprise Financial Services, Llc | Medford | OR | 09/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D Alene | ID | 04/2023 | Present |
| Bank Of America, N.A. | Coeur D Alene | ID | 05/2023 | Present |
I*3004266 Entity Type: N/A Name of OBA:Friends of Kootenai County Veterans Treatment Court Address:Couer d'Alene Idaho Investment Related:No Position, Title, Association:Board Member Start Date:10/14/2025 No Hours: 1 Weekly No Hours during trading:0 Weekly Duties: it is a non profit set up to help serve veteran's treatment court with community and recreational activities approved by Kootenai County Sherriff my role as one of the board members, is to help facilitate which activities the organization chooses to finance and the general direction of what community events and recreational activities the organization sponsors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-15 |
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