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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-20 |
| CA | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fresno | CA | 01/2023 | 06/2023 |
| Coldwell Banker | Los Banos | CA | 01/2016 | 02/2022 |
| Jp Morgan Chase | Merced | CA | 10/2021 | 01/2023 |
| Uc Merced | Merced | CA | 08/2015 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merced | CA | 10/2024 | Present |
| Citi Bank | Merced | CA | 09/2023 | 12/2023 |
| Wells Fargo | Atwater | CA | 01/2024 | 10/2024 |
| Northcentral University | La Jolla | CA | 01/2021 | 01/2023 |
| Bank Of America, N.A. | Merced | CA | 01/2025 | Present |
I*2066404 Entity Type: Political Afflification Name of OBA: City of Merced Building and Housing Board of Appeals Address: Merced, California, 95348 Investment Related: No Position, Title, Association: Board Member Employee State Date: 17-Jul-2023 No Hours: 10 Yearly No Hours during Trading: 0 Yearly Duties: Hear appeals and vote with the board on appeal decision I*: 2129279 Entity Type: For Profit Name of OBA: Stonks Tendies Capital Address: Merced, CA 95348 Investment Related: No Position, Title, Association: Officier Employee Start Date: 10/23/2020 Number of Hours: 0 Number of Hours during trading: 0 Duties: Was meant to be used to trade stocks under personal account under the LLC name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-13 |
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