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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 | 2026-01-05 |
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
3344 Lake Tahoe Blvd, South Lake Tahoe, CA 96150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | South Lake Tahoe | CA | 07/2025 | Present |
| Unemployed | South Lake Tahoe | CA | 01/2025 | 07/2025 |
| Firstservice Residential | South Lake Tahoe | CA | 06/2024 | 01/2025 |
| Blue Cross Blue Shield Of Arizona | South Lake Tahoe | CA | 01/2023 | 05/2024 |
| Unemployed | South Lake Tahoe | CA | 08/2022 | 01/2023 |
| Visa | Foster City | CA | 12/2021 | 08/2022 |
| Bank Of The West | San Ramon | CA | 11/2020 | 12/2021 |
| Unemployed | Walnut Creek | CA | 06/2020 | 11/2020 |
| Gmlc Management (Aka Cookies) | San Francisco | CA | 08/2019 | 06/2020 |
| Wine Access | San Francisco | CA | 09/2018 | 08/2019 |
| Unemployed | Walnut Creek | CA | 07/2018 | 09/2018 |
| Funding Circle Us | San Francisco | CA | 04/2018 | 07/2018 |
| Unemployed | Walnut Creek | CA | 01/2018 | 04/2018 |
| Standard Chartered Bank | San Francisco | CA | 06/2017 | 01/2018 |
| Cvs Health | Foster City | CA | 11/2010 | 06/2017 |
| Bank Of America, N.A. | South Lake Tahoe | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-01 |
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