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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-21 |
| CA | RA | APPROVED | 2022-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 11/2021 | Present |
| Andersen Tax | San Francisco | CA | 08/2020 | 08/2021 |
| Chapman University | Orange | CA | 08/2016 | 12/2019 |
| Andersen Tax | Costa Mesa | CA | 06/2017 | 08/2017 |
| Ledwith Financial Wealth Management | Morgan Hill | CA | 06/2018 | 08/2018 |
| Odeum Restaurant | Morgan Hill | CA | 05/2018 | 08/2018 |
| Unemployed | San Diego | CA | 08/2021 | 11/2021 |
| Unemployed | Morgan Hill | CA | 12/2019 | 08/2020 |
| Bank Of America, N.A. | San Diego | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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