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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 08/2023 | Present |
| Prospect Ridge Academy | Broomfield | CO | 08/2014 | 06/2018 |
| Costa Vida | Broomfield | CO | 09/2017 | 02/2018 |
| Noodles And Company | Broomfield | CO | 02/2018 | 06/2018 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2018 | 06/2022 |
| Panda Express | San Luis Obispo | CA | 01/2020 | 06/2020 |
| Chipotle Mexican Grill | Cave Creek | AZ | 08/2022 | 06/2023 |
| Dutch Bros | Cave Creek | AZ | 11/2022 | 07/2023 |
| Bank Of America, N.A. | Phoenix | AZ | 02/2025 | Present |
I*: 2182301 C Properties LLC Investment Related: No Address: Cave Creek Az Nature of business: Real estate rental LLC Position: LLC member Start Date: 05/28/2024 Number of hours devoted: 1-2 hours monthly Number of hours devoted during business hours: 0 hours during trading hours Duties: Point of contact for renter concerns. Part owner in rental property with my dad, member of LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-22 |
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