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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-30 |
| CA | RA | APPROVED | 2024-04-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 03/2021 | 03/2024 |
| Employment Development Department | Spring Valley | CA | 03/2020 | 03/2021 |
| Stacked: Food Well Built | San Diego | CA | 09/2016 | 03/2020 |
| San Diego State University | La Mesa | CA | 08/2018 | 12/2020 |
| Grossmont College | El Cajon | CA | 08/2014 | 06/2018 |
| Ubs Financial Services | La Jolla | CA | 12/2018 | 01/2021 |
| Seaworld San Deigo | San Diego | CA | 04/2016 | 09/2016 |
| Cetera Investment Advisers Llc | San Diego | CA | 09/2023 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 03/2024 | Present |
| Bank Of America, N.A. | San Diego | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-20 |
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