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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-27 |
| CA | RA | APPROVED | 2025-01-22 |
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 |
|---|---|---|---|---|
| Maria Zuniga State Farm | Vallejo | CA | 08/2020 | 09/2021 |
| Wells Fargo Bank | Corte Madera | CA | 01/2007 | 07/2019 |
| J.P. Morgan Securities Llc | Vallejo | CA | 10/2021 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | Vallejo | CA | 10/2021 | 09/2023 |
| Instacart | Vallejo | CA | 11/2021 | 12/2022 |
| Doordash | Vallejo | CA | 11/2021 | 12/2022 |
| Shipt | Vallejo | CA | 11/2021 | 12/2022 |
| Unemployed | Vallejo | CA | 07/2019 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vallejo | CA | 09/2024 | Present |
| Home Depot | San Rafael | CA | 04/2024 | 03/2026 |
| Poppy Bank | San Rafael | CA | 09/2023 | 09/2024 |
| Target Corporation | Napa | CA | 10/2023 | 11/2023 |
| Solano Community College | Fairfield | CA | 08/2016 | 05/2021 |
| Bank Of America, N.A | Vallejo | CA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-24 |
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