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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-27 |
| CA | RA | APPROVED | 2020-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mill Valley | CA | 09/2019 | Present |
| Unemployed | Greenbrae | CA | 05/2019 | 09/2019 |
| Jlfranklin Wealth Planning | Larkspur | CA | 05/2018 | 05/2019 |
| Gideon Strategic Partners | Santa Monica | CA | 01/2018 | 04/2018 |
| Pepperdine Advancement Gifts And Records | Calabasas | CA | 09/2017 | 12/2017 |
| Wells Fargo Consumer Lending Group | Chandler | AZ | 06/2017 | 08/2017 |
| Lisa Smith Wengler Center For The Arts | Malibu | CA | 05/2016 | 12/2017 |
| Pepperdine Office Of International Student Services | Malibu | CA | 05/2016 | 09/2016 |
| Pepperdine University | Malibu | CA | 08/2014 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-08 |
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