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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2024-12-04 |
Branch Locations
111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ucsb Police Department | Goleta | CA | 10/2016 | 04/2018 |
| Bj'S Restaurants Inc | San Bruno | CA | 07/2017 | 09/2017 |
| Ucsb Housing, Dining, And Auxiliary Enterprises | Santa Barbara | CA | 09/2018 | 03/2020 |
| Merrill Lynch Wealth Management | San Francisco | CA | 06/2019 | 08/2019 |
| Belmont United Soccer Club | Belmont | CA | 06/2020 | 06/2023 |
| Logicmonitor | Santa Barbara | CA | 11/2020 | 02/2021 |
| Isbi - San Jose Earthquakes | San Jose | CA | 03/2021 | 04/2021 |
| Gingr (Sweat Health + Fitness) | Berkeley | CA | 04/2021 | 05/2021 |
| Merrill Lynch Private Wealth | San Francisco | CA | 08/2021 | 11/2024 |
| University Of California | Santa Barbara | CA | 09/2016 | 06/2020 |
| J.P. Morgan Securities Llc | Milwaukee | WI | 11/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Milwaukee | WI | 11/2024 | Present |
| Extreme Reach | Burbank | CA | 05/2022 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-24 |
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