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Nw Corner Of 8Th Ave And San Carlos St #2, Carmel-By-The-Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-29 |
Branch Locations
Nw Corner Of 8Th Ave And San Carlos St #2, Carmel-By-The-Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel | CA | 07/2014 | 08/2023 |
| Bank Of America, N.A. | Carmel | CA | 07/2015 | 08/2023 |
| Stillwater Capital Management | By-The-Sea | CA | 08/2023 | Present |
| Merrill | Monterey | CA | 07/2014 | 08/2023 |
Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-11 |
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