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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-30 |
| NC | RA | APPROVED | 2026-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 08/2011 | Present |
| Camden Mckay Realty | Rancho Cucamonga | CA | 08/2015 | 11/2021 |
I*2798294 Entity Type: Entity Charitable Name of OBA: Claremont Little League Baseball Address: Claremont, California, 91711 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 08/01/2025 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: I am on the board of the community little league baseball program. The program is a non-profit youth sports organization. I have been asked to be the treasurer of the league. My expected role is to pay vendors as bills come due. to monitor the leagues accounts and to provide monthly recaps of what the financials look like.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
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