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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED_RES | 2023-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 05/2020 | 04/2023 |
| National Life Group | Sacramento | CA | 05/2020 | 04/2023 |
| Academy Mortgage Corp | Meridian | ID | 05/2016 | 05/2020 |
| Freedom Financial And Life Services | Sacramento | CA | 04/2013 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 05/2023 | Present |
| Bank Of America, N.A. | Boise | ID | 06/2023 | Present |
I*1351253 For profit or not for profit: Entity For Profit Name of outside business organization: Treasure Valley Auto Investment related: N Address of business: Kuna, Idaho, 83634 Nature of business: Sole Proprietorship Position, title, association: Owner Start date of relationship: 1/1/2023 Number of hours devoted: 6 hours Weekly Number of hours devoted during trading hours: 0 Duties: Marketing for car dealerships , owner, website design, lead generating I*: 2259275 Entity Type: Charitable Name of OBA: Tulare County Family Services Address: Visalia, CA 93279 Investment Related: No Position, Title, Association: Board member Employee Start Date: 04/08/2025 Number of Hours: 10 hrs mthly Number of Hours during trading: 0 Duties: Help guide the non-profit organization in community involvement and fund raising activities I*4841270, Entity Type: Entity Charitable, Name of OBA: City of Tulare Chamber of Commerce, Address: Tulare, California, 93274, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 08/15/2026, No Hours: 5 Monthly, No Hours during Trading: 1 Monthly, Duties: attend board meetings, ribbon cuttings, and events that support local businesses The Tulare Chamber of Commerce exists to serve its members and citizens by advocating for, and engaging in, efforts to encourage economic opportunity and business prosperity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-23 |
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