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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-05 |
| CO | RA | APPROVED | 2020-01-10 |
Branch Locations
90 S Cascade Ave, Colorado Springs, CO 80903 • United States
921 Walnut St, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 09/2019 | Present |
| Crunch Fitness - North Colorado Springs Health And Fitness | Colorado Springs | CO | 11/2018 | 09/2019 |
| National Scouting Report | Alabaster | AL | 04/2018 | 01/2019 |
| Catalyst Soccer Training And Education | San Diego (And Denver) | CA | 03/2015 | 11/2018 |
| The Catalyst Training Center | San Diego | CA | 01/2010 | 11/2016 |
| Innovive | San Diego | CA | 09/2016 | 05/2018 |
| Kearny High School | San Diego | CA | 11/2016 | 02/2017 |
| Del Mar Carmel Valley Sharks | San Diego | CA | 08/2017 | 02/2018 |
| Bank Of America, N.A. | Colorado Springs | CO | 10/2019 | Present |
I*127499 For profit or not for profit: For-Profit Organization Name of outside business organization: Catalyst Soccer Investment related: N Address of business:Colorado Springs, Colorado 80923 Nature of business: General Partnership, Position, title, association: General Partner, Start date of relationship: 1/1/2018 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: It's a sports/recreation business providing digital and live training and education services for soccer players, parents, coaches. My husband and I are 50-50 partners, but he performs all day to day operations, I'm only involved in major decisions. I*1570288 For profit or not for profit: Entity For Profit Name of outside business organization: Aztec Link Investment related: N Address of business: San Diego, CA, 92108, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Board Member","Director"], Start date of relationship: 11/6/2023 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 2 Duties: , Facilitate income opportunities for college student-athletes via NIL (name image likeness) business activity. My volunteer board role will be as the Director of University relations. I'll serve as a liaison to the coaches and executives for the purposes of educating them about our programs and connecting the student-athletes with NIL opportunities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-09 |
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