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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-24 |
| CA | RA | APPROVED | 2026-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pleasant Hill | CA | 05/2026 | Present |
| David White & Associates | San Ramon | CA | 04/2025 | 05/2026 |
| Self Employed | San Ramon | CA | 01/2020 | 04/2025 |
| Tech Mahindra Americas | San Jose | CA | 02/2015 | 12/2019 |
| Ameritas Investment Company, Llc | Lincoln | NE | 08/2025 | 05/2026 |
| Ameritas Life Insurance Corp. | Lincoln | NE | 07/2025 | 05/2026 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2026 | 05/2026 |
| Bank Of America, N.A. | Pleasant Hill | CA | 06/2026 | Present |
I*4624359Entity Type: Entity For ProfitName of OBA: The Raj and U Natarajan Family TrustAddress: San Ramon, California, 94582Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 04/14/2010Number of Hours: 2, MonthlyNumber of Hours during trading: 0, MonthlyDuties: This is a second home that has been rented under my family trust Managing the rental property I*4782277, Entity Type: , Name of OBA: J N, Address: San Ramon, California, 94582, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/15/2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-05 |
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