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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-30
  • CA RA
    APPROVED
    Since 2026-07-30

Branch Locations

555 Capitol Mall, Sacramento, CA 95814 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, N.A. Sacramento CA 06/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 04/2026 Present
University Of Denver Denver CO 08/2021 11/2025
Sacramento Country Day School Sacramento CA 08/2015 06/2021
Mcallister Foundation Austin TX 07/2021 Present
Tempest Nutrition Sacramento CA 03/2022 10/2023
  • 06/2026 → Present
    Bank Of America, N.A.
    Sacramento, CA
  • 04/2026 → Present
    Sacramento, CA
  • 08/2021 → 11/2025
    University Of Denver
    Denver, CO
  • 08/2015 → 06/2021
    Sacramento Country Day School
    Sacramento, CA
  • 07/2021 → Present
    Mcallister Foundation
    Austin, TX
  • 03/2022 → 10/2023
    Tempest Nutrition
    Sacramento, CA
Other Businesses

I*4508304Entity Type: Entity CharitableName of OBA: McAllister FoundationAddress: Austin, Texas, 78701Investment Related: YesPosition, Title, Association: Board Member,OfficerEmployee Start Date: 06/30/2021Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Charitable foundation registered in the USA. Title: Vice-President and Chairman of The Board. I help manage and oversee the operations of the charitable foundation. Some functions include gift distribution, outreach to contacts at external charities, and oversight of capital management. I have never been paid for this role nor do I expect to be in the future. The McAllister Foundation outsources all capital management to Northern Trust. I*4508306Entity Type: N/A Name of OBA: Monrovia NurseryAddress: Dayton, Oregon, 97114Investment Related: NoPosition, Title, Association: N/A Employee Start Date: 01/01/2025Number of Hours: 4, YearlyNumber of Hours during trading: 0, YearlyDuties: Private business that operates nationally across the USA in the plant and nursery industry. I have served and have been offered the opportunity to continue to serve as a proxy to shareholder meetings for my father. This has only been in a advisory capacity to represent his interests in voting matters and relay corporate filings and management news to him. I do not own stock in this company nor do I serve in any official role at the company. I*4732276, Entity Type not for profit, Name of OBA: Helping Hands Orangevale Address: Orangevale California 95662 Investment Related: No Position, Title, Association: volunteer Employee Start Date: 06/22/2026 No Hours: 1 weekly No Hours during trading: 0 Duties: Contacting local businesses to sign them up for the charity's "small jobs" - mowing a lawn, assisting with a move or other general handyman type services. There will be zero compensation or money involved in this activity, it is solely to add them to the stable of local businesses who can help with jobs. Helping Hands Orangevale is a local charity that connects elderly, disabled, or otherwise in-need people with free services such as landscaping, moving, plumbing, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
  • S66 Uniform Combined State Law Examination
    2026-07-29

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