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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-29 |
| CA | RA | APPROVED | 2020-05-26 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | San Francisco | CA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2018 | Present |
| Oak Wealth Mangement | Walnut Creek | CA | 09/2016 | 07/2018 |
| Saint Mary'S College Of California | Moraga | CA | 01/2015 | 09/2016 |
| Saint Mary'S College Of California | Moraga | CA | 09/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
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