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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-28 |
| CA | RA | APPROVED | 2023-07-18 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 12/2022 | Present |
| The Sleep And Relax Center | Sacramento | CA | 03/2015 | 11/2019 |
| In Home Supportive Services (Ihss) | Oakley | CA | 01/2019 | Present |
| Bank Of America, N.A. | San Francisco | CA | 02/2023 | Present |
Name of the other businessIn home supportive services (IHSS) Whether the business is investment-relatedNo Address of the other business500 Ellinwood Way Pleasant Hill Ca 94523 Nature of the other businessAssistance to adult individuals with disabilities Your positionCare provider Title, or relationship with the other businessCare provider Start date of your relationship2010 Approximate number of hours/month you devote to the other business10-30 hours Number of hours you devote to the other business during securities trading hoursNon Briefly describe your duties relating to the other businessCare for my adult [REDACTED] son that live with me
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-14 |
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