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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| CA | RA | APPROVED | 2025-09-19 |
Branch Locations
11811 Bernardo Plaza Ct, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 06/2025 | Present |
| Leasing Innovations | Solana Beach | CA | 09/2024 | 10/2024 |
| National Bank Of Canada | New York | NY | 06/2024 | 08/2024 |
| Station No. 117 | Beach Haven | NJ | 05/2022 | 08/2024 |
| Associated Students Of Sdsu | San Diego | CA | 08/2023 | 12/2023 |
| Todd Bulich Real Estate Co | San Diego | CA | 11/2022 | 08/2023 |
| Pearl Street Market | Beach Haven | NJ | 05/2019 | 08/2023 |
| Allendale Recreation Commission | Allendale | NJ | 11/2016 | 06/2021 |
| Brookside Middle School | Allendale | NJ | 09/2012 | 06/2017 |
| Northern Highlands Regional High School | Allendale | NJ | 09/2017 | 06/2021 |
| San Diego State University | San Diego | CA | 08/2021 | 05/2025 |
| Bank Of America, N.A. | San Diego | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
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