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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 |
| CA | RA | APPROVED | 2023-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 04/2020 | Present |
| General Logistics Systems | San Ramon | CA | 01/2020 | 04/2020 |
| Service Source | Nashville | TN | 09/2018 | 06/2019 |
| Enterprise Holdings | Fremont | CA | 05/2017 | 05/2018 |
| Stanford University | Stanford | CA | 08/2016 | 07/2017 |
| Unemployed | San Ramon | CA | 08/2019 | 12/2019 |
| San Ramon Soccer Club | San Ramon | CA | 08/2016 | 12/2016 |
| Unemployed | Nashville | TN | 06/2018 | 08/2018 |
| Bank Of America, N.A. | Palo Alto | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-22 |
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