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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
| CA | RA | APPROVED | 2025-10-03 |
Branch Locations
50 W San Fernando St, San Jose, CA 95113 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 01/2025 | Present |
| Stanford University | Stanford | CA | 05/2024 | 08/2024 |
| Stanford University | Stanford | CA | 04/2023 | 08/2023 |
| Bona Pizza | San Jose | CA | 05/2018 | 07/2018 |
| Unemployed | San Jose | CA | 08/2024 | 01/2025 |
| Unemployed | San Jose | CA | 08/2023 | 05/2024 |
| University Of California, Davis | Davis | CA | 09/2019 | 06/2022 |
| University Of San Diego | San Diego | CA | 08/2022 | 05/2023 |
| Unemployed | San Jose | CA | 06/2022 | 08/2022 |
| Santa Teresa High School | San Jose | CA | 08/2015 | 05/2019 |
| Unemployed | San Jose | CA | 05/2019 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-18 |
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