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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-05 |
| CA | RA | APPROVED | 2019-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pennsylvania | Philadelphia | PA | 08/2013 | 05/2017 |
| Hl Moe Co., Inc. | Glendale | CA | 10/2017 | 08/2018 |
| Wells Fargo Advisors Financial Network, Llc | Pasadena | CA | 08/2018 | 05/2019 |
| Hyundai Capital America | Irivine | CA | 06/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 05/2019 | Present |
| Netter Center At The University Of Pennsylvania | Philadelphia | PA | 01/2017 | 09/2017 |
| Bank Of America, N.A. | Pasadena | CA | 06/2019 | Present |
I*831255 For profit or not for profit: Entity Charitable Name of outside business organization: National Football Foundation San Gabriel Valley Chapter Investment related: N Address of business: Industry, California, 91715 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee","Board Member"], [["Other"]] Start date of relationship: 5/18/2022 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , board and committee member. help planning fundraiser events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-19 |
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