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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-16 |
| CA | RA | APPROVED | 2023-11-08 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 06/2023 | Present |
| First Republic Bank | San Francisco | CA | 06/2022 | 08/2022 |
| Merrill Lynch | Walnut Creek | CA | 05/2021 | 08/2021 |
| Merrill Lynch | Walnut Creek | CA | 05/2020 | 08/2020 |
| Education | Alamo | CA | 01/2012 | 04/2020 |
| Full Time Education | Tuscaloosa | AL | 09/2020 | 04/2021 |
| Full Time Education | Tuscaloosa | AL | 09/2021 | 05/2022 |
| Full Time Student | Tuscaloosa | AL | 09/2022 | 05/2023 |
| Bank Of America, N.A. | Walnut Creek | CA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-07 |
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