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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-16 |
| TX | RA | APPROVED | 2022-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 12/2021 | Present |
| Palma Highschool | Salinas | CA | 08/2013 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2018 | 12/2021 |
| San Jose State University | San Jose | CA | 08/2017 | 12/2021 |
I*1449262For profit or not for profit: Name of outside business organization: Dual Pride Properties Real EstateInvestment related: NAddress of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , assist family owned and operated business with real estate salesman license I*3210283, Entity Type: , Name of OBA: Sigma Nu Fraternity Alumni Association , Address: San Jose, California, 95112, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/01/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: attend meetings to discuss upcoming events and communicate with current fraternity members and Alumni, The Alumni Association meets on a monthly basis to discuss the Sigma Nu Fraternity at San Jose. Association works to host events for alumni and partner with current students/fraternity members to plan events and communicate with Alumni.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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