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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Lake Success | NY | 04/2022 | 09/2025 |
| Unemployed | Guilderland | NY | 09/2021 | 04/2022 |
| Adusa Distribution | Schodack Landing | NY | 08/2019 | 09/2021 |
| Unemployed | San Leandro | CA | 06/2019 | 07/2019 |
| Epic Security | Burlingame | CA | 07/2018 | 05/2019 |
| Core Languages | Mount Pleasant | SC | 01/2019 | 09/2025 |
| Hawaii Pacific University | Honolulu | HI | 10/2014 | 05/2017 |
| Samrong Children's Farm | Phnom Penh | 06/2018 | 06/2018 | |
| Banwangtakian School | Kanchanaburi | 05/2018 | 05/2018 | |
| Self | Honolulu | HI | 06/2017 | 12/2017 |
| Nylife Securities Llc | Lake Success | NY | 12/2022 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Berkeley | CA | 09/2025 | Present |
| Core Languages | Mountain View | CA | 01/2018 | 04/2018 |
| Ups | Oakland | CA | 03/2018 | 05/2018 |
| Bank Of America, N.A. | Berkeley | CA | 11/2025 | Present |
I*2934315 Entity Type: Charitable Name of OBA: Futures Explored Address: Concord CA 94520 Investment Related: No Position, Title, Association: Treasurer, Board Member Employee Start Date: 09/19/2025 No Hours: 76hrs annually No Hours during trading: 0 Duties: Led by the choices of individuals with intellectual and developmental disabilities, Futures Explored creates equitable access to relevant programs, supports, and advocacy.Overseeing the non profit's overall fundraising and, in particular, the fundraising done by the board. Working in collaboration with the Board of Directors and nonprofit's staff to identify areas where additional funds are needed or could be of benefit. Coordinating events and activities that could be of benefit. Coordinating events and activities that could raise funds to support the nonprofit. Help promote awareness and visibility in the community of the nonprofit and its mission. For Treasurer Role: Reviewing monthly financials; sending Executive Director a short report to the board on the monthly financials; review and approve yearly budget (prepared by staff); and quarterly board report (mostly done by the CFO, but I can add my perspective/comments).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-10 |
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