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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-09 |
| CA | RA | APPROVED | 2025-02-17 |
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 | Seaside | CA | 09/2024 | 11/2024 |
| Special Kids Connect | Salinas | CA | 11/2015 | 05/2017 |
| Coca-Cola Refreshments | Salinas | CA | 08/2016 | 08/2017 |
| Saf Keep Storage | Redwood City | CA | 08/2017 | 01/2020 |
| Charter Communications | Gilroy | CA | 04/2024 | 08/2024 |
| Target Corporation | Watsonville | CA | 12/2020 | 04/2021 |
| New York Life | San Jose | CA | 09/2021 | 11/2022 |
| Adt | San Jose | CA | 07/2023 | 10/2023 |
| Gro Enterprises Llc | Salinas | CA | 09/2019 | Present |
| Hartnell College | Salinas | CA | 06/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salinas | CA | 11/2024 | Present |
| Bank Of America, N.A. | Salinas | CA | 11/2024 | Present |
I*: 2026432 Name of the other business: GRO Enterprises LLC Whether the business is investment-related: Not Investment-related Address of the other business: Salinas, CA Nature of the other business: Small Family Business /restaurant Your position: Owner/Partner Title, or relationship with the other business: General Partner/Managing Member Start date of your relationship: 03/26/2019 Approximate number of hours/months you devote to the other business: 12 hrs monthly Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Absentee ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
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