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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-30 |
| CA | RA | APPROVED | 2023-02-07 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sierra Vista | AZ | 08/2021 | Present |
| In Balance Ranch Academy | Huachuca City | AZ | 10/2019 | 08/2021 |
| Wells Fargo | Sierra Vista | AZ | 04/2018 | 10/2019 |
| Aguilera Services, Inc | Oxnard | CA | 08/2016 | 04/2018 |
| California State University Fullerton | Fullerton | CA | 08/2016 | 06/2017 |
| Cochise College | Sierra Vista | AZ | 08/2019 | 12/2019 |
| University Of Arizona | Tucson | AZ | 01/2020 | 12/2021 |
| Bank Of America, N.A. | Sierra Vista | AZ | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-04 |
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