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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 01/2017 | Present |
| Wells Fargo Bank | Orange | CA | 03/2004 | 01/2017 |
I*: 2199298 Entity Type: Charitable Name of OBA: CharitableREACH Foundation Address: Yorba Linda, CA 82887 Investment Related: No Position, Title, Association: Director Employee Start Date: 02/17/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: REACH Foundation supports students in the Placentia Yorba Linda School District in Orange County, CA. REACH engages students though Academics, Arts and Athletics. My role will be Advisor to the high school interns that are a part of REACH. I will be joining bi weekly calls with a couple board members and the current interns via zoom or in person. During the calls I will discuss and answer questions about my career, and also have 1:1 discussions with interns that have questions about banking and/or the business industry as a whole. I will also work with the interns on ways to improve upon the internship program at REACH so we can continue to strive to provide the support needed for our High School interns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-19 |
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