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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
| CA | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Woodland | CA | 05/2026 | Present |
| Trabuco Hills High School | Mission Viejo | CA | 08/2014 | 05/2018 |
| Dunkin Donuts | Mission Viejo | CA | 07/2017 | 06/2019 |
| Saddleback College | Mission Viejo | CA | 06/2018 | 05/2021 |
| Mod Pizza | Foothill Ranch | CA | 06/2019 | 07/2021 |
| Csu Chico | St Chico | CA | 08/2021 | 05/2023 |
| Home Depot | Lake Forest | CA | 07/2022 | 07/2023 |
| Schoolsfirst Fcu | Tustin | CA | 07/2023 | 08/2024 |
| Golden1 Credit Union | Sacramento | CA | 08/2024 | 04/2026 |
| Lpl Financial Llc | Sacramento | CA | 08/2024 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland | CA | 04/2026 | Present |
| Mod Pizza | Chico | CA | 07/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-15 |
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