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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED_RES | 2025-06-26 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 02/2025 | Present |
| Portillo's | Tempe | AZ | 07/2023 | Present |
| Whole Foods | Tempe | AZ | 12/2022 | 02/2023 |
| Safeway | Tempe | AZ | 10/2021 | 09/2022 |
| Target | Tukwila | WA | 05/2021 | 06/2021 |
| Fred Meyer | Renton | WA | 06/2020 | 12/2020 |
| None | Renton | WA | 02/2014 | 06/2020 |
| None | Tempe | AZ | 02/2023 | 07/2023 |
| None | Renton | WA | 06/2020 | 06/2021 |
| None | Tempe | AZ | 05/2021 | 10/2021 |
I*: 2290269 OBA: Portillo's. Investment related: No Address: Tempe, AZ, 85281 Position: Cashier Start Date: 07/2023 Hrs devoted: Approximately 48 hours monthly Hrs devoted during trading hours: 0 Duties: Take orders for customers. I work as a cashier on the weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
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