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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-19 |
| CA | RA | APPROVED | 2025-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salinas | CA | 03/2024 | Present |
| Bank Of America | Monterey | CA | 03/2024 | 09/2025 |
| Rsf Properties Llc | Stockton | CA | 08/2016 | 02/2025 |
| Safeway | Carmel | CA | 10/2023 | 03/2024 |
| Markstein Sales Co | Antioch | CA | 10/2021 | 02/2022 |
| Spediacci Construction, Inc. | Stockton | CA | 06/2020 | 08/2020 |
| Colorado Mesa University | Grand Junction | CO | 04/2016 | 09/2016 |
| Full Time Education At Colorado Mesa University | Grand Junction | CA | 08/2015 | 01/2020 |
| Spediacci Construction, Inc. | Stockton | CA | 05/2019 | 08/2019 |
| Bank Of America, N.A. | Salinas | CA | 10/2025 | Present |
I*2250257Entity Type: For ProfitName of OBA: selfAddress:Cambridge OhioInvestment Related:NoPosition, Title, Association:OwnerStart Date:04/01/2025No Hours: 1 MonthlyNo Hours during trading:0 MonthlyDuties:rental income from tenants. Ownership of property.I*2942285Entity Type: N/AName of OBA: Rental Property 1Address:Grand Junction ColoradoInvestment Related:NoPosition, Title, Association:Co-owner with other family membersStart Date:08/16/2016No Hours: 1 YearlyNo Hours during trading:0 YearlyDuties:N/A I*3054275 Entity Type: For Profit Name of OBA:RSF MON LLC Address:Philipsburg Montana Investment Related:No Position, Title, Association:Other Start Date:04/01/2021 No Hours: 1 Yearly No Hours during trading:0 Yearly Duties:Real estate development project in Philipsburg Montana. Passive participant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-02 |
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