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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-08 |
| CA | RA | APPROVED | 2025-09-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stockton | CA | 03/2025 | Present |
| Jp Morgan Chase | Tempe | AZ | 09/2024 | 02/2025 |
| Bank Of America | Stockton | CA | 08/2018 | 06/2024 |
| Flagstar Bank | Tempe | AZ | 07/2024 | 09/2024 |
| Financial Center Credit Union | Stockton | CA | 03/2017 | 08/2018 |
| Toyota Town Of Stockton | Stockton | CA | 06/2015 | 03/2017 |
| Bank Of America, N.A. | Stockton | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
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