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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| CA | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Local Realty | San Diego | CA | 07/2011 | 10/2017 |
| Axa Advisors, Llc | New York | NY | 02/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Solana Beach | CA | 01/2026 | Present |
| Hilton Grand Vacations | Carlsbad | CA | 09/2024 | 11/2025 |
| Gss Development, Llc | El Dorado Hills | CA | 07/2017 | 04/2021 |
| Wyndham Destinations | San Diego | CA | 03/2024 | 09/2024 |
| Horizon Resources Inc | Carlsbad | CA | 02/2024 | 03/2024 |
| T9 Development Partners, Llc | El Dorado Hills | CA | 10/2021 | 01/2024 |
| Iqhq Reit | San Diego | CA | 04/2021 | 09/2021 |
| Coldwell Banker | Madison | NJ | 10/2021 | 02/2024 |
| Intersection Cre | San Diego | CA | 03/2020 | 04/2020 |
| Millenium Transitions | San Diego | CA | 10/2017 | 06/2021 |
| Bank Of America, N.A. | Solana Beach | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-17 |
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