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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
| CA | RA | APPROVED | 2025-02-03 |
Branch Locations
16192 Harbor Blvd, Fountain Valley, CA 92708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 10/2024 | Present |
| University Of California, Irvine | Irvine | CA | 09/2022 | 06/2024 |
| Wells Fargo | Irvine | CA | 12/2021 | 10/2023 |
| Unemployed | Irvine | CA | 09/2021 | 12/2021 |
| Fenton Moving | Costa Mesa | CA | 05/2021 | 10/2021 |
| Orange Coast College | Costa Mesa | CA | 01/2019 | 05/2022 |
| Health Market Advisors | Fort Lauderdale | FL | 09/2016 | 11/2018 |
| Extended Travel | Huntington | NY | 10/2014 | 09/2016 |
| Unemployed | Irvine | CA | 07/2024 | 09/2024 |
| Ebo Pizza Operating Corp | New Haven | CA | 12/2017 | 03/2018 |
| Bank Of America, N.A. | Newport Beach | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
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