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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-03 |
| CA | RA | APPROVED | 2022-04-29 |
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 |
|---|---|---|---|---|
| Us Bank | Simi Valley | CA | 12/2019 | 12/2020 |
| First Honda | Simi Valley | CA | 12/2017 | 11/2019 |
| Tristone Cinemas | Simi Valley | CA | 03/2017 | 12/2017 |
| Mcdonalds | Simi Valley | CA | 11/2016 | 03/2017 |
| Royal High School | Simi Valley | CA | 08/2013 | 06/2017 |
| Moorpark College | Moorpark | CA | 08/2017 | 07/2020 |
| Bank Of America, N.A. | Valencia | CA | 11/2021 | Present |
| Bank Of America | Valencia | CA | 12/2020 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Valencia | CA | 11/2021 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Valencia | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-28 |
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