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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-08-17 |
| TX | RA | APPROVED | 2022-05-05 |
| CA | RA | APPROVED | 2021-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 07/2021 | Present |
| Brandy Melville | Santa Monica | CA | 05/2015 | 07/2021 |
| Ucsd Fitlife | San Diego | CA | 09/2017 | 07/2022 |
| Merrill Lynch | La Jolla | CA | 06/2020 | 08/2020 |
| Cfg Wealth Management | San Diego | CA | 12/2019 | 06/2020 |
| Crab Catcher | San Diego | CA | 08/2019 | 02/2020 |
| Merrill Lynch | La Jolla | CA | 06/2019 | 08/2019 |
| Saje Natural Wellness | San Diego | CA | 04/2019 | 06/2019 |
| Del Soul Fitness | San Diego | CA | 09/2018 | 12/2018 |
| Hot 8 Yoga | Santa Monica | CA | 02/2017 | 12/2018 |
| University Of California- San Diego | San Diego | CA | 09/2017 | 09/2020 |
| Bank Of America, N.A. | San Diego | CA | 12/2021 | Present |
I*: 2100362Entity Type: Non ProfitName of OBA: Chicago foundation for womenAddress: Chicago, Il 60603 Investment Related: no Position, Title, Association: Committee Employee Start Date: 07/01/2025 No Hours: 4 monthly No Hours during trading:0 Duties: Grant making, Co-Chair of the LBTQ Giving Circle - overseeing the functioning of the circle events / leading meeting / recruiting members. I*2477299, Entity Type: Entity Charitable, Name of OBA: Lincoln Park Zoo, Address: Chicago, Illinois, 60614, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/01/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Lincoln Park Zoo Auxiliary Board Member - assist with planning fundraising events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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