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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-28 |
| CA | RA | APPROVED | 2022-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davis | CA | 12/2020 | Present |
| Wells Fargo | Sebastopol | CA | 12/2017 | 11/2020 |
| Sports City | Santa Rosa | CA | 01/2017 | 09/2017 |
| Challenger Sports | Santa Rosa | CA | 12/2016 | 11/2017 |
| Sonoma State University | Rohnert Park | CA | 06/2017 | 09/2017 |
| Grateful Bread | Sacramento | CA | 07/2020 | 09/2020 |
| Sonoma State University | Rohnert Park | CA | 08/2014 | 05/2019 |
| Bank Of America, N.A. | Davis | CA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
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