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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-27
CA RA APPROVED 2025-09-29
  • TX RA
    APPROVED
    Since 2025-10-27
  • CA RA
    APPROVED
    Since 2025-09-29

Branch Locations

1155 W Steele Ln, Santa Rosa, CA 95403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Rosa CA 08/2025 Present
Level Up Scripts Petaluma CA 04/2021 08/2025
Content Creator On Tiktok Petaluma CA 10/2021 09/2025
Full-Time Education Petaluma CA 08/2015 04/2021
Bank Of America, N.A Santa Rosa CA 09/2025 Present
  • 08/2025 → Present
    Santa Rosa, CA
  • 04/2021 → 08/2025
    Level Up Scripts
    Petaluma, CA
  • 10/2021 → 09/2025
    Content Creator On Tiktok
    Petaluma, CA
  • 08/2015 → 04/2021
    Full-Time Education
    Petaluma, CA
  • 09/2025 → Present
    Bank Of America, N.A
    Santa Rosa, CA
Other Businesses

I*2800268 Entity Type: For Profit Name of OBA: Level Up Scripts Address:Rohnert Park California Investment Related:No Position, Title, Association:Owner Start Date:10/15/2020 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:This business is a sole proprietorship in which I create and sell digital assets to customers online. I would create digital assets, source customers via marketing tools and videos I created and had an online web shop in which people could buy my digital products. Along with this I ran a TikTok page at the same time that was focused on creating videos on video games. I still have this account running but I do not post very often on it anymore, in fact, the last time I made and posted a video was over 2 months ago. I still receive income from this page via the "TikTok Creator Fund". Essentially, they pay me money for every 1000 views a video gets. I do not actively post much on it anymore as I mentioned, but if I were to post a video, it would take me approximately 1-2 hours from start to finish. I was never an official employee of TikTok, I simply posted videos on the platform and they would pay me via their "Creator Program".

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-25
  • S66 Uniform Combined State Law Examination
    2025-06-25

View on SEC IAPD

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