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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2025 | 01/2026 |
| Big Brand Tire And Service / Majco Llc | Phoenix | AZ | 04/2025 | 05/2025 |
| Unemployed | Phoenix | AZ | 05/2015 | 04/2025 |
| Edelman Financial Engines | Santa Clara | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-11 |
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