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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED_RES | 2023-10-30 |
| CA | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 01/2017 | 04/2017 |
| Sugarnote | Hamburg | 04/2013 | 12/2016 | |
| Woodbury Financial Services Inc | La Mesa | CA | 05/2018 | 12/2018 |
| San Diego County Apartment Association | San Diego | CA | 05/2017 | 03/2018 |
| Td Ameritrade | San Diego | CA | 01/2019 | 12/2022 |
| Web4Realtors | San Diego | CA | 02/2018 | 12/2018 |
| Charles Schwab And Co., Inc. | San Diego | CA | 01/2019 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 08/2023 | Present |
| Bank Of America, N.A. | San Diego | CA | 09/2023 | Present |
Name: Rental Property, Role: owner, Type: Rental Property, Start Date: 04/01/2010, Investment Related?: No, Address: 3555 - 3557 37th Street, San Diego, CA 92105, Number of Hours/Mo: 4, Duties: I am splitting rental owner duties 50% with a partner I*1878283, Entity Type, Name of OBA: A K B Address: San Diego, CA 92101 Investment Related: no Position, Title, Association: Content Creator Employee Start Date: October 2021 No Hours:10 to 20 hours per month No Hours during trading: none Duties: Creating content - videos I*5112289 Entity Type: For Profit Name of OBA: Personal Development Events Address: San Diego, California, 92105 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/27/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: We will host 4 personal development meetups to see if and what attendees are interested in. I help organize the event and I will speak at it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-18 |
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