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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| CA | RA | APPROVED | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Fe | CA | 02/2019 | Present |
| Unemployed | La Jolla | CA | 01/2019 | 02/2019 |
| University Of San Diego | San Diego | CA | 09/2010 | 12/2018 |
| California Innocence Project | San Diego | CA | 02/2018 | 08/2018 |
| Unemployed | La Jolla | CA | 01/2018 | 01/2018 |
| University Of Denver | Denver | CO | 01/2016 | 11/2017 |
I*1372299, Entity Type, Name of OBA: H Trust Agreement Address: Rancho Santa Fe California 92091 Investment Related: No Position, Title, Association: TrusteeEmployee Start Date: 06/28/2023No Hours: 1 monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
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