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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2022-05-16 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camarillo | CA | 01/2022 | Present |
| Bank Of America N.A. | Camarillo | CA | 01/2022 | Present |
| Bank Of America | Thousand Oaks | CA | 03/2017 | 06/2018 |
| Bank Of America | Westlake Village | CA | 06/2018 | 05/2019 |
| Bank Of America | Newbury Park | CA | 05/2019 | 01/2022 |
| Walmart | Newbury Park | CA | 10/2015 | 10/2016 |
| Pizza Hut | Newbury Park | CA | 01/2017 | 03/2017 |
| Party City | Moorpark | CA | 09/2019 | 11/2019 |
| Moorpark College | Moorpark | CA | 06/2015 | 05/2018 |
I*1789309, Entity Type: Entity For Profit, Name of OBA: Barrera's Cleaning Service, Address: Newbury Park, CA, 91320, Investment Related: No, Position, Title, Association: Officer, Employee Start Date: 4/11/2024, No Hours: 3 hrs/mo, No Hours during trading: 0, Duties: Family business. I would be needed in the company as I am the most fluent in English and my family needs my assistance when things need to be clarified. As far as day to day business duties, I will not be actively participating and will not be devoting time to the business. My role is solely to help my family when needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-26 |
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