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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-23 |
| TX | RA | APPROVED_RES | 2020-11-24 |
| CA | RA | APPROVED | 2020-11-03 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camarillo | CA | 04/2018 | Present |
| Bank Of America, N.A. | Camarillo | CA | 04/2018 | Present |
| Unemployed | Ventura | CA | 12/2017 | 03/2018 |
| Community Loans Of America | Oxnard | CA | 03/2016 | 11/2017 |
I*1383261For profit or not for profit: Entity For ProfitName of outside business organization: Pyzon GroupInvestment related: NAddress of business: Newport News, Virginia, 23606Nature of business: Limited Liability CompanyPosition, title, association: Consultant/Independent Contractor Start date of relationship: 7/17/2023Number of hours devoted: 1 hour WeeklyNumber of hours devoted during trading hours: 0Duties: Connecting businesses and consumers to internet and voice technology providers I*2578338, Entity Type: Entity For Profit, Name of OBA: Lion and Ox Publication, Address: Rochester, New York, 14623, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 06/30/2025, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: Create and publish Print on Demand books, Creator and Publisher
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
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