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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-10 |
| CA | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED_RES | 2025-04-16 |
Branch Locations
2049 Century Park E Pbig - Century City, Los Angeles, CA 90067 • United States
2380 Washington Blvd, Ogden, UT 84401 • United States
Kaysville, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Los Angeles | CA | 05/2003 | 09/2017 |
| Raymond James & Associates, Inc. | Los Angeles | CA | 09/2016 | Present |
| Raymond James & Associates, Inc. | Dublin | OH | 04/2017 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 04/2025 | Present |
| Bank Of America, N.A | Oklahoma City | OK | 05/2025 | Present |
| Bank Of America, N.A. | Oklahoma City | OK | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-04 |
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