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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
| CA | RA | APPROVED | 2025-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2024 | 05/2025 |
| Unemployed | Sherwood | OR | 07/2024 | 08/2024 |
| Cellular Sales / Employbridge | Tigard | OR | 01/2022 | 06/2024 |
| The Home Depot | Sherwood | CA | 02/2021 | 02/2022 |
| Brewery Gulch Inn | Mendocino | CA | 10/2021 | 12/2021 |
| Rollin' Dough | Fort Bragg | CA | 06/2021 | 12/2021 |
| The Purple Rose | Fort Bragg | CA | 07/2020 | 12/2021 |
| Planet Fitness | Sherwood | OR | 11/2019 | 08/2020 |
| Skyhawks Academy | Happy Valley | OR | 06/2019 | 08/2019 |
| Parker Rec Center | Parker | CO | 05/2019 | 06/2019 |
| Target | Parker | CO | 08/2018 | 04/2019 |
| Oregon State University | Corvallis | OR | 04/2023 | 06/2025 |
| Unemployed | Sherwood | OR | 08/2014 | 08/2018 |
| Newberg High School | Newberg | OR | 09/2024 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sherwood | OR | 07/2025 | Present |
| Stanford Inn By The Sea Eco Resort | Mendocino | CA | 06/2021 | 09/2021 |
| Bank Of America, N.A. | Sherwood | OR | 09/2025 | Present |
I*4852288 Entity Type: Entity Charitable Name of OBA: Tualatin River Keepers Address: Tualatin, Oregon, 97062 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Protecting the Tualatin River watershed and promoting climate activism in the local area I was recently asked to consider joining the board of the org, assising in helping the finance committee review budgets, financial statements, and assist with volunteering events and potential fundraising events. I*2671297, Entity Type: Fiduciary role, Name of OBA: J B Address: Sherwood, OR 97140 Investment Related: No Position, Title, Association: Executor Employee Start Date: 01/01/2030No Hours: 10 yearly No Hours during trading: 0 Duties: I*2675273, Entity Type For Profit, Publicly Traded, Name of OBA: Doordash Address: Sherwood, OR 97140 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/31/2025 No Hours: 10 weekly No Hours during trading: 0 Duties: Delivery Driver, Delivering food/groceries I*3293289, Entity Type: Charitable Name of OBA: Newberg High School Football Booster Club Address: Newberg, OR 97132 Investment Related: No Position, Title, Association: Board Member,Officer, Director Employee Start Date:01/01/2026 No Hours: 2 weekly No Hours during trading: 0 Duties: I have been asked to help create the entity, fundraise for the entity, and potentially run it and make decisions on behalf of the entity, The role would be a director or board member of the Newberg High Football Booster Club. The purpose of the organization would be to fundraise and disburse funds for the Newberg High football team. This would include purchasing equipment, paying staff, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-28 |
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