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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
| CA | RA | APPROVED | 2025-04-29 |
Branch Locations
17430 Brookhurst St, Fountain Valley, CA 92708 • United States
20061 Brookhurst St, Huntington Beach, CA 92646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 11/2016 | Present |
| Bank Of America | Fountain Valley | CA | 11/2016 | 02/2025 |
| Unemployed | Anaheim | CA | 06/2016 | 10/2016 |
| Bank Of America, N.A. | Newport Beach | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-29 |
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