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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED | 2025-01-15 |
| CA | RA | APPROVED | 2024-12-07 |
Branch Locations
6002 El Tordo, Rancho Santa Fe, CA 92067 • United States
6006 El Tordo Pwm, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Fe | CA | 10/2020 | Present |
| Southern Glazer's Wine And Spirits | Cerritos | CA | 02/2019 | 10/2020 |
| Bmw Encinitas(Autonation) | Encinitas | CA | 05/2018 | 01/2019 |
| Hyatt Corporation | Carlsbad | CA | 05/2015 | 03/2018 |
| San Diego State University | San Diego | CA | 08/2013 | 05/2018 |
I*: 2535356Entity Type: Limited Liability CompanyName of OBA: Sunset TriviaAddress: San Diego, California, 92109Investment Related: NoPosition, Title, Association: EmployeeEmployee Start Date: 6/24/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-06 |
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