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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| CA | RA | APPROVED | 2024-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 10/2024 | Present |
| Intuit Inc. | Tucson | AZ | 09/2012 | 09/2024 |
| Bank Of America, N.A. | Tucson | AZ | 12/2024 | Present |
I*: 2078281Name of the other business Old Spanish Trail Properties LLCWhether the business is investment-related Not investment relatedAddress of the other business Tucson AZ, 85747Nature of the other business Airbnb rental propertiesYour position OwnerTitle, or relationship with the other business OwnerStart date of your relationship Jan 2022Approximate number of hours/month you devote to the other business Approximately 2 hours monthlyNumber of hours you devote to the other business during securities trading hours Approximately .5 hours monthly during securities trading hoursBriefly describe your duties relating to the other business Main duties are ensuring cleaning services are completed through text I*4068265, Entity Type: Entity For Profit, Name of OBA: Rincon Valley Dirtworks LLC, Address: Benson, Arizona, 85602, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member"], Employee Start Date: 03/15/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Financier, Excavation and Equipment Rental Business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-26 |
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