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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
| CA | RA | APPROVED | 2026-03-28 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Chandler | AZ | 06/2002 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2025 | Present |
| Unemployed | Maricopa | AZ | 07/2025 | 12/2025 |
| Bank Of America, N.A. | Chandler | AZ | 02/2026 | Present |
I*3398265Entity Type: For ProfitName of OBA: The Tee Amigos LLCAddress: Maricopa, Arizona, 85138Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 01/21/2025Number of Hours: 3, MonthlyNumber of Hours during trading: 0Duties: It is a side business I established to sell retail merchandise. I created the company this year but have not really gotten it going. Sales are under $500 year-to-date. I will continue to have the business and be the sole owner. I do not expect to have much growth as I am busy with my primary job here. I*4347268, Entity Type: Entity For Profit, Name of OBA: LONGEVITY ATHLETICS, Address: Maricopa, Arizona, 85138, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 04/20/2026, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: I will be responsible for teaching gym classes and maybe do some personal exercise training. This is a gym that provides exercise, physical training and workouts for local participants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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