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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-13 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Goleta | CA | 11/2022 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | Goleta | CA | 11/2022 | 11/2023 |
| Northwestern Mutual Wealth Management | Los Angeles | CA | 06/2019 | 11/2019 |
| Giardino Ristorante | Los Angeles | CA | 01/2020 | 11/2020 |
| Capital One N.a. | Rancho Cucamonga | CA | 12/2020 | 10/2022 |
| Art Of Living Studio | Los Angeles | CA | 02/2017 | 03/2020 |
| Silver Lake Yoga | Silverlake | CA | 12/2019 | 03/2020 |
| Unemployed | Los Angeles | CA | 11/2020 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Barbara | CA | 11/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Goleta | CA | 11/2023 | 11/2024 |
| University Of Southern California | Los Angeles | CA | 08/2014 | 05/2019 |
| Bank Of America, N.A. | Santa Barbara | CA | 01/2025 | Present |
I*: 2108283 Entity Type: Name of OBA: SKY Breathwork and Meditation at UCSB Address: Santa Barbara, CA 93109 Investment Related: n Position, Title, Association: Other Employee Start Date: 10/19/2024 No Hours: 4hr/wk No Hours during trading:0 Duties: I teach meditation and breathwork workshops on an unpaid volunteer basis through a nonprofit called the International Association of Human Values. I teach a program called SKY Campus Happiness. This organization is a student club on the campus of the University of California at Santa Barbara. Students of this club organize SKY Campus Happiness workshops that I teach. This account is used to receive reimbursements from the university for course expenses. The university often covers all the expenses of the workshops. I am on the account as a signer and occasionally transact on the account to buy supplies for upcoming workshops. I*: 2108284 Entity Type: Entity For Profit Name of OBA: S.O. Address: Santa Barbara, CA 93109 Investment Related: n Position, Title, Association: Owner Employee Start Date: 11/25/2024 No Hours: 4hr/wk No Hours during trading:0 Duties: I teach meditation workshops in the community. All of my workshops so far have been free, but I may charge for admittance in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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