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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-15 |
| CA | RA | APPROVED | 2024-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davis | CA | 12/2020 | Present |
| Starbucks Cofffee Co. | Davis | CA | 11/2018 | 12/2020 |
| Dutch Bros Coffee | Woodland | CA | 06/2016 | 11/2020 |
| Uc Davis | Davis | CA | 09/2018 | 07/2022 |
I*: 2707303 Entity Type: Charitable Name of OBA: Chamber of Commerce Woodland Address: Woodland, CA 95695 Investment Related: No Position, Title, Association: Member Employee Start Date: 08/12/2025 Number of Hours: 15 hrs annually Number of Hours during trading: 0 Duties: Networking
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-06 |
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