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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Napa | CA | 07/2019 | 12/2021 |
| Arkshire Financial | Fairfield | CA | 12/2016 | 07/2019 |
| Inshape Health Clubs | Fairfield | CA | 08/2013 | 04/2018 |
| San Francisco State University | San Francisco | CA | 08/2013 | 05/2024 |
| Bank Of America, N.A. | Napa | CA | 09/2019 | 12/2021 |
| Fidelity Investments | Vallejo | CA | 12/2021 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Napa | CA | 08/2024 | Present |
| The American College Of Financial Services | King Of Prussia | PA | 11/2023 | Present |
| Bank Of America, N.A. | Napa | CA | 09/2024 | Present |
I*2226297, Entity Type: Entity Charitable, Name of OBA: Iglesia Ni Cristo (Church of Christ), Address: Vallejo, California, 94590, Investment Related: N, Position, Title, Association: ["Officer"], Employee State Date: 05/05/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: The purpose of Iglesia Ni Cristo (Church of Christ) is to serve it's community by conducting volunteer community service activities. The role I will take on is the Head of the Parents and Married Couples Organization of the Church's local congregation in Solano County, CA. It will be my responsibility to plan and execute activities that will support and edify the members of the Church who are parents or married couples. Examples of these activities include but are not limited to health and wellness seminars, local picnics, family sports day, community service events, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-01 |
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