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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
| CA | RA | APPROVED | 2026-06-30 |
Branch Locations
3075A Hansen Way Adp- Home Office, Palo Alto, CA 94304 • United States
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 04/2026 | Present |
| Uber Technologies, Inc. | San Francisco | CA | 09/2025 | Present |
| University Of California, Irvine | Irvine | CA | 09/2024 | 08/2025 |
| Extended Travel | Guangzhou | 07/2024 | 08/2024 | |
| Investment Strategy & Analysis, Inc. | San Francisco | CA | 03/2023 | 06/2024 |
| University Of San Francisco | San Francisco | CA | 08/2020 | 05/2023 |
| Beijing Institute Of Technology, Zhuhai | Zhuhai | 09/2018 | 08/2020 | |
| Guangdong Overseas Chinese High School | Guangzhou | 09/2015 | 09/2018 | |
| Bank Of America, N.A. | Palo Alto | CA | 06/2026 | Present |
I*4508309 Entity Type: Entity For Profit Name of OBA: Uber Address: San Francisco, California, 94158 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 09/01/2025 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: Rideshare Rideshares and deliveries
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
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