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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
| CA | RA | APPROVED | 2024-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corona Del Mar Highschool | Corona Del Mar | CA | 01/2013 | 09/2017 |
| Jack's Surfboards | Corona Del Mar | CA | 11/2016 | 11/2017 |
| University Of Colorado Boulder | Boulder | CO | 08/2017 | 08/2021 |
| Northwestern Mutual | Boulder | CO | 02/2021 | 08/2021 |
| Optimizely | New York City | NY | 08/2021 | 04/2023 |
| Wedbush Securities | Los Angeles | CA | 04/2023 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 09/2024 | Present |
| Ruffalo Noel Levitz | Boulder | CO | 05/2019 | 08/2019 |
| 'ON The Rocks | Newport Beach | CA | 05/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
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