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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-10 |
| CA | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | San Carlos | CA | 11/2021 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | San Carlos | CA | 11/2021 | 07/2022 |
| Bank Of America | Redwood City | CA | 02/2019 | 10/2021 |
| Unemployed | Tripoli | 11/2011 | 10/2018 | |
| Macy's Inc | San Mateo | CA | 12/2018 | 02/2019 |
| Ross Stores, Inc. | San Carlos | CA | 12/2018 | 01/2019 |
| Umemployed | San Carlos | CA | 10/2018 | 11/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 07/2024 | 04/2025 |
| Cardinal Group Management | San Diego | CA | 12/2022 | 03/2023 |
| Apple Inc. | San Diego | CA | 05/2023 | 08/2023 |
| Greystar | San Diego | CA | 04/2023 | 05/2024 |
| Unemployed | San Diego | CA | 07/2022 | 12/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Milpitas | CA | 05/2025 | Present |
| Checkmate Savings | San Diego | CA | 09/2022 | 10/2024 |
| Bank Of America, N.A. | Milpitas | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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