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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| UT | RA | APPROVED | 2026-05-27 |
Branch Locations
1100 E 6600 S Pbig - Cottonwood Private Wealth, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2026 | Present |
| Antenna Group | New York City | NY | 07/2022 | 12/2025 |
| Tigercomm Llc | Vienna | VA | 09/2020 | 06/2022 |
| Covid Sabbatical | Arlington | VA | 04/2020 | 09/2020 |
| Tom Steyer 2020 | San Francisco | CA | 02/2020 | 03/2020 |
| Need To Impeach | San Francisco | CA | 07/2018 | 02/2020 |
| Markun Zusman & Compton, Llp | San Francisco | CA | 08/2017 | 07/2018 |
| The Floor Store | San Francisco | CA | 07/2017 | 09/2017 |
| Colgate University | Hamilton | NY | 08/2016 | 05/2017 |
| Bank Of America, N.A. | San Francisco | CA | 08/2026 | Present |
I*3682274 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Arlington, Virginia, 22209 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01/30/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Own a 2-bed condo investment property. Work with property managers and does not take place during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-26 |
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