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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Beverly Hills | CA | 02/2015 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 12/2023 | Present |
| Clear Creek Investments | Solana Beach | CA | 05/2023 | 10/2023 |
| University Of California At Los Angeles | Los Angeles | CA | 02/2019 | 07/2019 |
| Unemployed | Carlsbad | CA | 03/2022 | 09/2022 |
| Pellego | Laguna Hills | CA | 09/2022 | 05/2023 |
Name of the other businessSnowmax LLCWhether the business is investment-relatedNo, to hold real estateAddress of the other businessLos Angeles, CA 90016Nature of the other businessReal estate Your positionTax payerTitle, or relationship with the other businessownerStart date of your relationship2018Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessPay property taxes and mortgageName of the other businessMotion Picture and Television FundWhether the business is investment-relatedNoAddress of the other businessWoodland Hills, CA 91364Nature of the other businessSupports entertainment community in living and aging well.Your positionPart of the Professional Advisory NetworkTitle, or relationship with the other businessmemberStart date of your relationshipTBDApproximate number of hours/month you devote to the other business1 hourNumber of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessAttend educational and networking events,Name of the other businessTrusted AdvisorWhether the business is investment-relatedNoAddress of the other businessLos Angeles, CANature of the other businessNetworking with Entertainment professional advisorsYour positionmemberTitle, or relationship with the other businessmemberStart date of your relationship1/18/24Approximate number of hours/month you devote to the other business1 hourNumber of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessAttend networking workshops, educational events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-27 |
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