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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-21 |
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Foster City | CA | 10/2024 | Present |
| Wholesome Chioce | Irvine | CA | 08/2016 | 02/2020 |
| Bank Of America | Foster City | CA | 10/2022 | 10/2024 |
| Amazon.cOm, Inc | Sacramento | CA | 07/2022 | 07/2022 |
| Santiago Hills Auto Spa Inc | Orange | CA | 02/2019 | 04/2019 |
| Unemployed | Irvine And Sacramento | CA | 02/2020 | 07/2022 |
| Irvine Valley College/ Saddleback/ Skyline/ Canada/ San Mateo | Irvine/ San Mateo | CA | 05/2018 | Present |
| Bank Of America, N.A. | Foster City | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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