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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-27 |
| CA | RA | APPROVED | 2022-09-27 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 03/2022 |
| Bank Of America Corporation | Thousand Oaks | CA | 01/2013 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 07/2022 | Present |
| Unemployed | Thousand Oaks | CA | 03/2022 | 07/2022 |
| Red Robin Gourmet Burgers, Inc | Thousand Oaks | CA | 01/2014 | 07/2017 |
| Moorpark College | Moorpark | CA | 08/1998 | 05/2019 |
| Bank Of America N.A. | Westlake Village | CA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-11 |
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