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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-26 |
| CA | RA | APPROVED | 2020-11-02 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 12/2019 | Present |
| Farmers Insurance | Canoga Park | CA | 03/2019 | 12/2019 |
| San Jose History | San Jose | CA | 08/2017 | 12/2018 |
| Starbucks Coffee | Simi Valley And Menlo Park | CA | 10/2013 | 05/2017 |
| Unemployed | Simi Valley | CA | 12/2018 | 03/2019 |
| Menlo College | Atherton | CA | 09/2017 | 09/2018 |
| Moorpark College | Moorpark | CA | 08/2013 | 08/2017 |
| Menlo College | Atherton | CA | 08/2016 | 12/2018 |
| Bank Of America N.A. | Westlake Village | CA | 02/2020 | Present |
I*1547295 For profit or not for profit: Entity For Profit Name of outside business organization: BROTHER HOLDINGS LLC Investment related: N Address of business: Scottsdale, Arizona, 85257, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 10/24/2023 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , This outside business is already disclosed - Brother Holdings LLC. The business is simply being reformed under a new EIN in the state that I currently reside in.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
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