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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-14 |
| CA | RA | APPROVED | 2022-05-16 |
Branch Locations
500 Newport Center Dr Preferred Investment Sales, Newport Beach, CA 92660 • United States
400 Broadway St Preferred Investment Sales, Chico, CA 95928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 12/2020 | Present |
| Bank Of America, N.A. | Newport Beach | CA | 12/2020 | Present |
| Wells Fargo | Fountain Valley | CA | 03/2018 | 12/2020 |
| Chevron Stations, Inc. | Tustin | CA | 07/2017 | 03/2018 |
| Unemployed (Student Status) | Fullerton | CA | 10/2015 | 07/2017 |
I*3297296, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Courier, Address: San Francisco, California, 94105, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 12/27/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Being a courier, DoorDash is a courier/delivery enablement business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-13 |
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