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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-31 |
| CA | RA | APPROVED | 2021-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2018 | Present |
| Lincoln University | Lincoln University | PA | 01/2017 | 05/2019 |
| Real Estate | San Francisco | CA | 02/2015 | 12/2016 |
| Bank Of America, N.A. | San Francisco | CA | 06/2021 | Present |
I*: 3021278 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Encinitas< CA 92024 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 7/29/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
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