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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
| CA | RA | APPROVED | 2025-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 10/2024 | Present |
| Bank Of America | Foothill Ranch | CA | 01/2023 | 12/2023 |
| Bank Of America | San Jose | CA | 12/2023 | 10/2024 |
| Copynet | San Francisco | CA | 12/2018 | 03/2020 |
| Copynet | San Francisco | CA | 09/2022 | 11/2022 |
| Unemployed | Los Gatos | CA | 01/2014 | 12/2018 |
| Unemployed | Los Gatos | CA | 03/2020 | 09/2022 |
| Bank Of America, N.A. | San Jose | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
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