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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-12 |
Branch Locations
800 E Colorado Blvd, Pasadena, CA 91101 • United States
555 California St, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2025 | Present |
| Unemployed | San Francisco | CA | 03/2025 | 07/2025 |
| Pangcakes Llc Dba Nothing Bundt Cakes | Daly City | CA | 05/2015 | 03/2025 |
| U.S. Bank | San Francisco | CA | 05/2019 | 06/2022 |
I*: 2621261 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: San Francisco, CA 94132 Investment Related: No Position, Title, Association: Sole owner Start Date: 09/01/2008 No Hours: 2 hrs annually No Hours during trading: 0 Duties: Scheduling and hiring for routine property maintenance; rent collection (automated)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-23 |
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