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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-11 |
| CA | RA | APPROVED | 2019-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 10/2018 | Present |
| Karp & Weiss, Pc | Tucson | AZ | 08/1999 | 10/2018 |
| La Mariposa Fitness | Tucson | AZ | 05/2009 | Present |
| Desert Sports & Fitness | Tucson | AZ | 02/2013 | Present |
| 49Er Fitness | Tucson | AZ | 01/2016 | Present |
| Jewish Community Center - Tucson | Tucson | AZ | 09/2017 | Present |
| Ymca Of Southern Arizona | Tucson | AZ | 10/2018 | Present |
| Bank Of America, N.A. | Tucson | AZ | 12/2018 | Present |
La Mariposa Fitness (Business is not investment-related) Tucson, Arizona 85749 Fitness Center/Gym Group Fitness Instructor Started: 05/2009 4 hours per month, 0 during trading hours Instruct a Fitness Class Desert Sports & Fitness (Business is not investment-related) Tucson, Arizona 85749 Group Fitness Instructor Started: 02/2013 4 hours per month, 0 during trading hours Instruct a Fitness Class 49er Fitness (Business is not investment-related) Tucson, AZ 85749 Group Fitness Instructor Started: 01/2016 4 hours per month, 0 during trading hours Instruct a Fitness Class Tucson Jewish Community Center(Business is not investment-related) Tucson, AZ 85718 Group Fitness Instructor Started: 09/2017 4 hours per month, 1 during trading hours Instruct a Fitness Class YMCA of Southern Arizona (Business is not investment-related) Tucson, Arizona 85701 Group Fitness Instructor Started: 10/2018 1 hours per month, 0 during trading hours Instruct a Fitness Class (currently a sub when needed I*138116 For profit or not for profit: Non-Profit Organization Name of outside business organization: Angel Charity For Children. Inc. Investment related: N Address of business: Tucson, Arizona 85712 Nature of business: Charitable Organization Compensation for Activity: N Position, title, association: Committee Member Start date of relationship: 4/1/2026 Number of hours devoted: 6 hours Monthly Number of hours devoted during trading hours: 0 Duties: I am on the reservations committee for Angel Charity For Children's Poker Party to be held 9/11/2021. we keep track of who is attending the party and who is playing in tournament I*5336269 Entity Type: For Profit Name of OBA: Chuze Fitness Address: Tucson, Arizona, 85710 Investment Related: No Position, Title, Association: Employee Employee Start Date: 08/18/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Group Fitness instructor Sub for Chuze's Les Mills classes. Instruct a fitness class
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-07 |
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