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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-26
CA RA APPROVED 2023-04-08
  • TX RA
    APPROVED
    Since 2023-04-26
  • CA RA
    APPROVED
    Since 2023-04-08

Branch Locations

3 Better World Cir, Temecula, CA 92590 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula CA 06/2022 Present
Bevmo! Temecula CA 12/2020 06/2021
Contera Construction Temecula CA 10/2020 10/2020
California Polytechnic State University, San Luis Obispo San Luis Obispo CA 05/2020 06/2022
California State University, San Marcos San Marcos CA 07/2019 05/2020
Cork Fire Kitchen Temecula CA 04/2018 07/2019
California State University, San Marcos San Marcos CA 08/2018 05/2020
Temecula Valley High School Temecula CA 08/2012 06/2018
Cite Scolaire Internationale De Lyon Lyon 08/2016 07/2017
Bank Of America, N.A. Temecula CA 07/2025 Present
  • 06/2022 → Present
    Temecula, CA
  • 12/2020 → 06/2021
    Bevmo!
    Temecula, CA
  • 10/2020 → 10/2020
    Contera Construction
    Temecula, CA
  • 05/2020 → 06/2022
    California Polytechnic State University, San Luis Obispo
    San Luis Obispo, CA
  • 07/2019 → 05/2020
    California State University, San Marcos
    San Marcos, CA
  • 04/2018 → 07/2019
    Cork Fire Kitchen
    Temecula, CA
  • 08/2018 → 05/2020
    California State University, San Marcos
    San Marcos, CA
  • 08/2012 → 06/2018
    Temecula Valley High School
    Temecula, CA
  • 08/2016 → 07/2017
    Cite Scolaire Internationale De Lyon
    Lyon
  • 07/2025 → Present
    Bank Of America, N.A.
    Temecula, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-07
  • S66 Uniform Combined State Law Examination
    2023-04-07

View on SEC IAPD

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