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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
| CA | RA | APPROVED | 2023-08-16 |
Branch Locations
24200 Magic Mountain Pkwy, Santa Clarita, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J Edwards Salon, Inc. | San Jose | CA | 01/2012 | 10/2020 |
| Fidelity Investments | San Francisco | CA | 11/2020 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Clarita | CA | 07/2023 | Present |
| Saint Mary's College Of California | Moraga | CA | 07/2019 | 05/2022 |
| Bank Of America, N.A. | Santa Clarita | CA | 09/2023 | Present |
I*1698278 Name of OBA: Rental Property 1Address: San Jose,CA,95111 Investment Related: NOPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 05/01/2019No Hours: 4 hrs annuallyNo Hours during trading: 0Duties: Co-owner with other family members of rental propertyI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
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