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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED | 2020-10-16 |
| CA | RA | APPROVED | 2019-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Wealth Advisors | San Jose | CA | 01/2017 | 12/2019 |
| Bay Area Gun Vault | Mountian View | CA | 11/2016 | 05/2017 |
| Unemployed | San Jose | CA | 07/2016 | 10/2016 |
| Lpl Financial, Llc | San Jose | CA | 01/2017 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 12/2019 | Present |
| Bank Of America, N.A. | San Jose | CA | 12/2019 | Present |
I*: 2990282 Entity Type: Fiduciary role Name of OBA: Four 15 Revocable Trust Address: Reno, NV 89523 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 10/10/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Trustee/ Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-30 |
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