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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Fe | CA | 08/2025 | Present |
| The Law Office Of Samuel Dagan | San Diego | CA | 05/2023 | 08/2023 |
| Cross Country Mortgage | San Diego | CA | 06/2024 | 08/2024 |
| Destination West Builders, Llc | Newport Beach | CA | 06/2025 | 08/2025 |
| University Of Colorado Boulder | Boulder | CO | 08/2021 | 05/2025 |
| La Costa Canyon High School | Carlsbad | CA | 08/2017 | 06/2021 |
| Digueno Middle School | Encinitas | CA | 08/2015 | 06/2017 |
| Rare Earth Fashions Inc. | Del Mar | CA | 06/2020 | 02/2022 |
| In His Grip Jm Llc Jersey Mikes | Encinitas | CA | 06/2020 | 08/2021 |
I*4882281, Entity Type: Entity For Profit, Name of OBA: CJ Vendors, Address: Carlsbad, California, 92009, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 07/13/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Co-owner and operator of a vending machine business. Responsibilities include identifying and securing vending machine locations, negotiating and maintaining placement agreements, purchasing and managing inventory, coordinating machine installation and maintenance, restocking products, monitoring sales and inventory levels, managing business finances and bookkeeping, and overseeing general business operations. Products sold consist of non-financial consumer convenience items such as caffeine products, electrolyte drinks, gum, mints, phone chargers, charging cables, and other personal convenience products. The business is operated outside of Merrill working hours and does not involve Merrill clients, financial services, investment advice, or securities-related activities. I plan to operate a small vending machine business with a partner placing machines in third-party locations. It is unrelated to financial services, involves no client interaction, and will be managed outside working hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-20 |
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