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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-13 |
Branch Locations
333 S Hope St, Los Angeles, CA 90071 • United States
10731 W Pico Blvd, Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Angeles | CA | 03/2022 | 07/2025 |
| Uk Department For International Trade | Los Angeles | CA | 10/2019 | 01/2020 |
| Select Marketing Group, Inc. | Tarzana | CA | 05/2019 | 06/2019 |
| Aeon Fund | Hackensack | NJ | 08/2018 | 12/2018 |
| Acg Resources | New York | NY | 08/2015 | 02/2017 |
| Kona Development Partners | Beverly Hills | CA | 03/2020 | 01/2021 |
| Grassroots Voter Outreach, Inc. | Los Angeles | CA | 08/2019 | 09/2019 |
| Northern Trust Company | Jersey City | NJ | 02/2017 | 08/2018 |
| Unemployed | Los Angeles | CA | 12/2018 | 05/2019 |
| Unemployed | Los Angeles | CA | 02/2020 | 02/2020 |
| Unemployed | Los Angeles | CA | 07/2019 | 07/2019 |
| Terra Partners Asset Management | St. Julians | 01/2021 | 03/2022 | |
| Charles Schwab Bank, Ssb | Los Angeles | CA | 03/2023 | 07/2025 |
| Lpl Enterprise Llc | Sherman Oaks | CA | 11/2025 | 08/2026 |
| Unemployed | Los Angeles | CA | 08/2025 | 10/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 07/2026 | Present |
| Prudential Advisors | Sherman Oaks | CA | 11/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-19 |
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