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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-08 |
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 02/2025 | Present |
| Unemployed | Mesa | AZ | 12/2024 | 02/2025 |
| Costco | Queen Creek | AZ | 10/2024 | 12/2024 |
| Walmart | Mesa | AZ | 08/2024 | 09/2024 |
| Kalil Bottling Co | Tempe | AZ | 11/2015 | 08/2024 |
I*: 2215357 Name: Yolo Rentals LLC Entity Type: Rental Property Investment Related: No Address: Phoenix, AZ Your position: Manager Title, or relationship with the other business: 50% owner Start date of your relationship: 09/2022 Hours devoted to the other business: 2 hrs mthly Hours devoted to the other business during securities trading hours: 0 Duties: Payment collection, preventive maintenance, bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
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