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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-02 |
| CA | RA | APPROVED | 2025-04-03 |
Branch Locations
23831 El Toro Rd, Lake Forest, CA 92630 • United States
500 Newport Ctr Dr, Newport Beach, CA 92660 • United States
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 | Newport Beach | CA | 11/2024 | Present |
| Apn Tech | Anaheim | CA | 04/2024 | 11/2024 |
| Unemployed | Placentia | CA | 11/2022 | 04/2024 |
| Qc Manufacturing Inc | Temecula | CA | 02/2019 | 11/2022 |
| Omni Heating And Air | Lake Elsinore | CA | 01/2018 | 02/2019 |
| Get Cool | Winchester | CA | 03/2017 | 01/2018 |
| R-Cold | Perris | CA | 04/2015 | 03/2017 |
| Bank Of America, N.A. | Newport Beach | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
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