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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
| CA | RA | APPROVED | 2025-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sunnvale | CA | 07/2017 | Present |
| Bank Of America | San Jose | CA | 07/2017 | 08/2024 |
| Tn Services | San Jose | CA | 12/2015 | 07/2017 |
| San Jose State University | San Jose | CA | 08/2014 | 12/2017 |
| Bank Of America, N.A. | Sunnyvale | CA | 10/2024 | Present |
I*: 2116286Entity Type: Rental Property Name of OBA: Rental Property 1Address: Hayward, CA 94544Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 03/01/2025Number of Hours: Number of Hours during trading: Duties: My husband will be taking the responsibility for managing this rental property. It is estimated to start this business beginning of march 2025. I*2116286, Entity Type: , Name of OBA: Rental Property 1, Address: Hayward, California, 94544, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 04/01/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-10 |
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