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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-30 |
Branch Locations
555 Capitol Mall, Sacramento, CA 95814 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-29 |
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