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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-22 |
| CA | RA | APPROVED | 2022-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2019 | 02/2020 |
| Northwestern Mutual Investment Services Llc | San Francisco | CA | 04/2019 | 02/2020 |
| 24 Hour Fitness | San Francisco | CA | 06/2015 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2020 | 01/2021 |
| Total Wine And More | Daly City | CA | 11/2019 | 01/2020 |
| Bank Of America, N.A. | San Francisco | CA | 03/2020 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 01/2022 | Present |
I*2174269, Entity Type Non-profit, Name of OBA: Mills High School- Volunteer Wrestling Coach Address: Millbrae, CA 94030 Investment Related: No Position, Title, Association: Volunteer Assistant coach Employee Start Date: 01/22/2025 No Hours: 16 monthly No Hours during trading: 0 Duties: Volunteer Wrestling coach I*3607265, Entity Type: Entity Governmental, Name of OBA: ARAGON HIGH SCHOOL, Address: San Mateo, California, 94402, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 01/23/2026, No Hours: 6 Weekly, No Hours during Trading: 0 Weekly, Duties: Coach the JV wrestling team from 5:00pm - 7pm MON- Friday only Three time a week, JV wrestling coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-20 |
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