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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-19 |
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 | Columbia | MD | 08/2019 | 03/2021 |
| Bank Of America, N.A. | Columbia | MD | 08/2019 | 03/2021 |
| Ymca Of Greater Richmond | Richmond | VA | 05/2017 | 08/2019 |
| Unemployed | Richmond | VA | 08/2015 | 05/2017 |
| Wealthfront Brokerage Llc | Palo Alto | CA | 10/2021 | Present |
| Wells Fargo | Richmond | VA | 04/2021 | 07/2021 |
| Unemployed | Richmond | VA | 08/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-15 |
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