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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
| CA | RA | APPROVED | 2025-07-21 |
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 | 12/2021 | Present |
| Bank Of America | Garden Grove | CA | 08/2020 | 12/2021 |
| University Of Wisconsin, Madison | Madison | WI | 08/2018 | 12/2020 |
| First Baptist Church | Madison | WI | 09/2018 | 06/2021 |
| Dazbog Coffee | Denver | CO | 04/2020 | 06/2020 |
| East West Bank | Dallas | TX | 05/2017 | 08/2017 |
| University Of Southern California | Los Angeles | CA | 08/2014 | 11/2017 |
| Central Babtist Church | Irving | TX | 09/2016 | 07/2018 |
| Bank Of America, N.A. | Pasadena | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-17 |
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