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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-28 |
Branch Locations
2447 Pacific Coast Highway 2Nd Floor, Hermosa Beach, CA 90254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-24 |
Branch Locations
2447 Pacific Coast Highway 2Nd Floor, Hermosa Beach, CA 90254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 08/2020 | 08/2021 |
| Unemployed | Manhattan Beach | CA | 11/2019 | 08/2020 |
| The H Wood Group | West Hollywood | CA | 09/2017 | 11/2019 |
| Rustic Root | San Diego | CA | 02/2016 | 07/2017 |
| Student | Los Angeles | CA | 08/2017 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Los Angeles | CA | 12/2020 | 09/2021 |
| Emerson Equity Llc | San Mateo | CA | 09/2021 | Present |
| Perch Wealth | Irvine | CA | 08/2021 | 08/2023 |
| Northwoods Financial Partners Llc | El Segundo | CA | 10/2024 | Present |
| Emerson Equity Llc | San Mateo | CA | 09/2021 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 06/2026 | Present |
| Bank Of America, N.A. | Los Angeles | CA | 08/2026 | Present |
I*4745319 Entity Type: Charitable Name of OBA: Cal South Soccer Foundation Address: Anaheim, California, 92804 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/10/2026 Number of Hours: 6, Monthly Number of Hours during trading: 0 Duties: Foundation to bring access to pay-to-play soccer model to under privileged children General board member. Responsibilities are currently undefined as foundation is going through a complete overhaul.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
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