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24941 Dana Point Harbor Drive Suite C210, Dana Point, CA 92629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-07 |
Branch Locations
24941 Dana Point Harbor Drive Suite C210, Dana Point, CA 92629 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Century City | CA | 10/2018 | 08/2019 |
| William Morris Endeavor | Beverly Hills | CA | 03/2017 | 08/2018 |
| Uc San Diego | La Jolla | CA | 09/2012 | 12/2016 |
| Paradigm | Beverly Hills | CA | 01/2017 | 02/2017 |
| Bank Of America N.A. | Century City | CA | 12/2018 | 08/2019 |
| The Clark Group Asset Management | Dana Point | CA | 08/2019 | Present |
I*119398 For profit or not for profit: For-Profit Organization Name of outside business organization: Beverly Hills Tennis Center Investment related: N Address of business: Beverly Hills, California 90210 Nature of business: Other,Tennis Center Position, title, association: Part-Time, Start date of relationship: 9/4/2018 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Tennis Instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-09 |
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