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555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-03 |
Branch Locations
400 Park Avenue, 8Th Floor, New York, NY 10022 • United States
55 S. Lake Ave 6Th Floor, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 06/2013 | 12/2016 |
| City National Securities, Inc. | Los Angeles | CA | 12/2016 | Present |
(1) NAME OF BUSINESS - Condo Rental; INVESTMENT RELATED - NO; BUSINESS ADDRESS - 3575 MONAIR DRIVE, UNIT B, SAN DIEGO, CA 92117; NATURE OF BUSINESS - I own a condo that I recently converted into a rental property.; POSITION - Condo Owner; START DATE - 8/14/17; HOURS PER MONTH - 1; DURING TRADING HOURS -0; DUTIES- I own the unit. If any walls-in repairs are needed, my property management company will take care of them. (2) NAME: American Youth Soccer Organization; Non-Investment Related; PO Box 1144 Monrovia, California 91017; Soccer organization; Assistant Soccer Coach; Start Date: 08/16/21; 24 hours per month; 0 hours during securities trading hours; DUTIES - Assisting the head coach at practice and games. (3) Name of Entity: Hugo Reid Elementary School; Non-investment related; Address: 1000 Hugo Reid Drive, Arcadia, CA 91007; Nature of OBA: This is a public elementary school; Position/Title/Relationship: Financial Reviewer; Start Date: 06/07/2024; Time devoted: 1 hour per month; 0 during securities trading hours Duties: Periodic reviewing of the PTSA's financials. This is not a treasurer role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-28 |
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