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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
| CA | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Rosa | CA | 02/2025 | Present |
| Exchange Bank | Santa Rosa | CA | 06/2024 | 02/2025 |
| Northgate Aviation Llc | Chico | CA | 09/2022 | 05/2024 |
| Kaiserair, Inc | Santa Rosa | CA | 05/2023 | 08/2023 |
| Kaiserair, Inc | Santa Rosa | CA | 06/2021 | 08/2023 |
| Pacific Market | Sebastopol | CA | 06/2020 | 06/2020 |
| Santa Rosa Golf And Country Club | Santa Rosa | CA | 06/2018 | 05/2020 |
| Pacific Market | Sebastopol | CA | 11/2016 | 05/2018 |
| Bohemian Club | Monte Rio | CA | 07/2019 | 07/2019 |
| Analy Highschool | Sebastopol | CA | 08/2014 | 11/2016 |
| Santa Rosa Junior College | Santa Rosa | CA | 08/2018 | 05/2022 |
| California State University, Chico | Chico | CA | 08/2022 | 05/2024 |
| Speedway Motorsports | Sonoma | CA | 06/2016 | 08/2021 |
| Courseco Inc | Chico | CA | 08/2022 | 08/2022 |
| Bank Of America, N.A. | Santa Rosa | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-28 |
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