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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
| UT | RA | APPROVED | 2023-06-08 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2020 | 06/2020 |
| Unemployed | Phoenix | AZ | 07/2019 | 04/2020 |
| Transamerica Center For Health Studies | Los Angeles | CA | 01/2019 | 06/2019 |
| University Of Southern California | Los Angeles | CA | 01/2016 | 05/2019 |
| Office Of Councilman Bonin | Los Angeles | CA | 08/2018 | 12/2018 |
| Neighborhood Legal Services | Van Nuys | CA | 08/2017 | 12/2017 |
| Asian American Advancing Justice | Los Angeles | CA | 01/2017 | 05/2017 |
| Equitable Advisors, Llc | New York | NY | 04/2020 | 06/2021 |
| Equitable Advisors Llc | New York | NY | 08/2021 | 05/2023 |
| Equitable | Salt Lake City | UT | 08/2021 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 05/2023 | Present |
| Bank Of America, N.A. | Salt Lake City | UT | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-08 |
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