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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-14 |
| CA | RA | APPROVED | 2020-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 12/2018 | Present |
| Bank Of America N.A. | San Jose | CA | 12/2018 | Present |
| In-Home Supportive Service (Ihss) | San Jose | CA | 01/2017 | Present |
| Yor Health | Elk Grove | CA | 05/2008 | 09/2018 |
| Mikuni Sushi Bar And Grill | Elk Grove | CA | 06/2007 | 12/2016 |
I*10195 Entity Type: Rental Property Name of outside business organization: D. T. Investment related: No Address of business: Sacramento, California 95823 Position, title, association: Co-owner with other family members Start date of relationship: 5/18/2020 Number of hours devoted: 1 hour Number of hours devoted during trading hours: 0 Duties: Co owner of rental property I*3812 For profit or not for profit: Governmental or Public Purpose Entity Name of outside business organization: In-Home Supportive Services Investment related: No Address of business: San Jose, California 95148 Nature of business: IHSS is a caretaker program through the CDSS, Position, title, association: Caretaker Start date of relationship: 1/2/2017 Number of hours devoted: 101 hours Monthly Number of hours devoted during trading hours: 0 Duties: Caretaker I*: 2430311 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Sacramento, CA 95834 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 5/1/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Co owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-18 |
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