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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-16 |
| CA | RA | APPROVED | 2023-03-07 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Boardman | OH | 05/2022 | 09/2022 |
| Mml Investors Services, Llc | Boardman | OH | 07/2022 | 09/2022 |
| California State University | Sacramento | CA | 08/2009 | Present |
| E&Amp;K Capital | San Francisco | CA | 01/2012 | 12/2021 |
| Pruco Securities Llc | Walnut Creek | CA | 10/2022 | 01/2023 |
| The Prudential Insurance Company Of America | Walnut Creek | CA | 11/2022 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 01/2023 | Present |
| Bank Of America N.A. | Walnut Creek | GA | 04/2023 | Present |
CALIFORNIA STATE UNIVERSITY POSITION: Instructor NATURE: Educational Services INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2009 ADDRESS: Sacramento CA 95819, United States DESCRIPTION: teach University courses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-28 |
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