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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-31 |
Branch Locations
5021 California Ave, Bakersfield, CA 93309 • United States
One Bryant Park, New York, NY 10036 • 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 | Bakersfield | CA | 04/2026 | Present |
| Spark Agency Inc | Saint Louis | MO | 09/2015 | 01/2017 |
| Uber Technologies | San Francisco | CA | 01/2022 | 01/2024 |
| Winco Holdings Inc | Bakersfield | CA | 04/2023 | 04/2023 |
| Pepsi Beverages Company | Bakersfield | CA | 09/2021 | 07/2022 |
| Ups | Bakersfield | CA | 11/2020 | 12/2020 |
| Essentia Water | Los Angeles | CA | 09/2015 | 01/2017 |
| Brew Dr Kombucha | Los Angeles | CA | 03/2017 | 08/2019 |
| The Lemon Perfect Company | Hermosa Beach | CA | 09/2019 | 03/2020 |
| Bakersfield College | Bakersfield | CA | 01/2021 | 12/2022 |
| California State University Bakersfield | Bakersfield | CA | 01/2023 | 12/2024 |
| Unemployed | Bakersfield | CA | 04/2020 | 01/2021 |
| Chick Fil A | Bakersfield | CA | 03/2024 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Bakersfield | CA | 06/2024 | 04/2026 |
| Bank Of America, N.A. | Bakersfield | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
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