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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-17 |
| CA | RA | APPROVED | 2024-12-16 |
Branch Locations
3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 7 Eleven | Lake Elsinore | CA | 02/2017 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Murrieta | CA | 12/2015 | 07/2021 |
| Bank Of America, N.A. | Murrieta | CA | 12/2015 | 07/2021 |
| Jpmorgan Chase Bank, N.A. | Winchester | CA | 07/2021 | 10/2021 |
| J.P. Morgan Securities Llc | Winchester | CA | 07/2021 | 10/2021 |
| Brothers Associates Llc/The Ups Store | Wildomar | CA | 01/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Murrieta | CA | 10/2021 | 05/2022 |
| Fidelity Investments | Covington | KY | 04/2022 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Elsinore | CA | 09/2022 | 05/2024 |
| J.P. Morgan Securities Llc | Irvine | CA | 06/2024 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 06/2024 | 12/2024 |
| Fedex Ground | Chino | CA | 04/2024 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside | CA | 11/2024 | Present |
| Detroit Pizza Company Llc | Murrieta | CA | 11/2024 | Present |
| Bank Of America, N.A. | Riverside | CA | 01/2025 | Present |
I*1395263 Entity Type: For Profit Name of OBA:Brothers Associates LLC Address:Winchester California Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:01/01/2024 No Hours: 10 Monthly No Hours during trading:0 Monthly Duties:Part owner/investor owner of The UPS Store Franchise I*2109276, Entity Type: For Profit, Name of OBA: Detroit Pizza Company LLC, Address: Murrieta, CA 92562, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 11/17/2024, No Hours: 10 monthly, No Hours during trading: 0, Duties: Pizza restaurant and I am a part owner/investor. I will be assisting mainly with advertising and promoting the business. This is only on as needed basis for a couple hours a week on the weekend and will not conflict with my job duties at Merrill.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-20 |
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